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SPDR DJ Wilshire Large Cap Value shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 29k 50.10
2023-12-31 $1.4M 31k 46.63
2023-09-30 $938k 23k 41.26
2023-06-30 $865k 20k 43.20
2023-03-31 $1.6M 39k 40.72

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View all positions for Strategic Financial Concepts

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
Advisory Alpha
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value