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SPDR DJ Wilshire Large Cap Value shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 191k 46.63
2023-09-30 $7.6M 185k 41.26
2023-06-30 $7.9M 182k 43.20
2023-03-31 $7.3M 178k 40.72
2022-12-31 $6.2M 159k 38.89
2022-09-30 $4.1M 118k 34.49
2022-06-30 $3.9M 107k 36.82
2022-03-31 $3.5M 85k 41.91
2021-12-31 $3.4M 80k 41.99

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Terran Orbital Corporation (LLAP)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value