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SPDR DJ Wilshire Large Cap Value shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust 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 Stephenson National Bank & Trust 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 Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $45k 885 51.14
2024-09-30 $47k 885 52.86

More positions owned by Stephenson National Bank & Trust

JPMorgan Active Value ETF Active Value Etf (JAVA)
Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Small-Cap ETF Small Cp Etf (VB)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Pimco Intermediate Municipal Bond ETF Inter Mun Bd Act (MUNI)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Russell 2000 Index ETF Russell 2000 Etf (IWM)

View all positions for Stephenson National Bank & Trust

Top funds holding SPDR DJ Wilshire Large Cap Value

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

View all funds holding SPDR DJ Wilshire Large Cap Value