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SPDR DJ Wilshire Large Cap Value shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $68M 1.4M 50.10
2023-12-31 $1.3M 28k 46.63

More positions owned by Octavia Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Starboard Invt Tr Adaptive Alpha (AGOX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value