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SPDR DJ Wilshire Large Cap Value shares owned by Symphony Financial

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

Historical chart of Symphony Financial 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 Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 220k 50.10
2023-12-31 $8.9M 194k 46.18
2023-09-30 $8.6M 209k 41.03
2023-06-30 $8.0M 187k 42.78
2023-03-31 $6.8M 171k 40.17
2022-12-31 $6.2M 156k 39.57
2022-09-30 $4.6M 130k 34.93

More positions owned by Symphony Financial

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Yield Enhancd Us (AGGY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Symphony Financial

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