Money Matters Financial »

SPDR DJ Wilshire Large Cap Value shares owned by Money Matters Financial

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Money Matters Financial from 13F filings

Historical chart of Money Matters Financial investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Money Matters Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Money Matters Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $718k 15k 46.63
2023-09-30 $413k 10k 41.38
2023-06-30 $219k 5.0k 43.84
2022-12-31 $1.1M 28k 40.81
2022-09-30 $751k 21k 35.04
2022-03-31 $180k 4.3k 41.71

More positions owned by Money Matters Financial

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
SPDR S&P 600 Sm-cap ETF Etf (SPSM)
Technology Select Sector Spdr Fund Etf (XLK)
Financial Select Sector Spdr Fund Etf (XLF)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)
Vanguard Real Estate Etf Etf (VNQ)
Industrial Select Sector Spdr Fund Etf (XLI)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Communication Services Select Sector Spdr Fund Etf (XLC)
Ishares Russell 3000 Etf Etf (IWV)
Health Care Select Sector Spdr Fund Etf (XLV)
Energy Select Sector Spdr Fund Etf (XLE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Money Matters Financial

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Horizon Investments
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value