SOA Wealth Advisors »

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

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

Historical chart of SOA 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 SOA Wealth 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 153k 52.86
2024-06-30 $5.3M 109k 48.74
2024-03-31 $578k 12k 50.10

More positions owned by SOA Wealth Advisors

Ishares Russell Top 200 Growth Etf Etf (IWY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Ishares Core Dividend Growth Etf Etf (DGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Select Dividend Etf Etf (DVY)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Russell 1000 Growth Etf Etf (IWF)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for SOA Wealth 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