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SPDR DJ Wilshire Large Cap Value shares owned by Sunesis Advisors

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

Historical chart of Sunesis 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 Sunesis Advisors 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 Sunesis Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 109k 46.63
2023-09-30 $4.5M 109k 41.26
2023-03-31 $4.4M 109k 40.72
2022-12-31 $16M 407k 38.89
2022-09-30 $14M 407k 34.49
2022-06-30 $15M 407k 36.82
2022-03-31 $17M 408k 41.75

More positions owned by Sunesis Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AvalonBay Communities (AVB)
Camden Ppty Tr Sh Ben Int (CPT)
Mid-America Apartment (MAA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Sunesis Advisors

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
Raymond James Financial Services Advisors
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Franklin Resources
Willis Johnson & Associates
Betterment
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value