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SPDR DJ Wilshire Large Cap Value shares owned by Private Client Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $693k 13k 52.86
2024-06-30 $761k 16k 48.74
2024-03-31 $580k 12k 50.10
2023-12-31 $216k 4.6k 46.63

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)

View all positions for Private Client Services

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
ValMark Advisers
Jpmorgan Chase & Co
Advisory Alpha
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Willis Johnson & Associates
Townsquare Capital

View all funds holding SPDR DJ Wilshire Large Cap Value