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SPDR DJ Wilshire Large Cap Value shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners 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 Quotient Wealth Partners 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $169M 3.2M 52.86
2024-06-30 $153M 3.1M 48.74
2024-03-31 $147M 2.9M 50.10
2023-12-31 $110M 2.4M 46.63

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Quotient Wealth Partners

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