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SPDR DJ Wilshire Large Cap Value shares owned by Rowland Carmichael Advisors

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

Historical chart of Rowland Carmichael 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 Rowland Carmichael 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 Rowland Carmichael Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.4M 40k 34.40
2020-09-30 $1.2M 38k 30.21
2020-06-30 $1.1M 38k 28.98
2020-03-31 $853k 33k 25.84
2019-12-31 $1.2M 33k 34.92
2019-09-30 $1.1M 33k 31.96

More positions owned by Rowland Carmichael Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Ishares Msci Jpn Etf New (EWJ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Microsoft Corporation (MSFT)

View all positions for Rowland Carmichael Advisors

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