Pinnacle Family Advisors »

SPDR DJ Wilshire Large Cap Value shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family 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 Pinnacle Family Advisors 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 Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 86k 46.63

More positions owned by Pinnacle Family Advisors

Ishares Tr Core S&p500 Etf (IVV)
Tidal Etf Tr Ii Pinnacle Focused (FCUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
O'reilly Automotive (ORLY)
Ishares Tr 10+ Yr Invst Grd (IGLB)

View all positions for Pinnacle Family 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