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SPDR DJ Wilshire Large Cap Value shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management 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 Sterling Group Wealth Management 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 181k 52.86
2024-06-30 $15M 306k 48.74

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Sterling Group Wealth Management

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