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SPDR DJ Wilshire Large Cap Value shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $773k 15k 51.14
2024-09-30 $846k 16k 52.86
2024-06-30 $762k 16k 48.74
2024-03-31 $836k 17k 50.10

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View all positions for Tempus Wealth Planning

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Demars Financial Group
Morgan Stanley
Ameriprise Financial
ValMark Advisers
UBS Group
Bank of America Corporation
Horizon Investments
Raymond James Financial
Jpmorgan Chase & Co
Royal Bank of Canada
CWM
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value