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SPDR DJ Wilshire Large Cap Value shares owned by UBS Group

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

Historical chart of UBS Group 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 UBS Group 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 UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $312M 6.2M 50.10
2023-12-31 $304M 6.5M 46.63
2023-09-30 $251M 6.1M 41.26
2023-06-30 $268M 6.2M 43.20
2023-03-31 $246M 6.0M 40.72
2022-12-31 $240M 6.2M 38.89
2022-09-30 $179M 5.2M 34.49
2022-06-30 $192M 5.2M 36.82
2022-03-31 $223M 5.3M 41.75
2021-12-31 $172M 4.1M 42.00
2021-09-30 $155M 4.0M 39.00
2021-06-30 $148M 3.7M 39.54
2021-03-31 $115M 3.0M 37.90
2020-12-31 $84M 2.4M 34.39
2020-09-30 $74M 2.5M 30.20
2020-06-30 $66M 2.3M 28.98
2020-03-31 $41M 1.6M 25.84
2019-12-31 $29M 828k 34.91
2019-09-30 $25M 775k 31.96
2019-06-30 $23M 737k 31.28
2019-03-31 $23M 757k 30.28
2018-12-31 $38M 1.4M 27.16
2018-09-30 $43M 1.4M 31.12
2018-06-30 $7.0M 237k 29.63
2018-03-31 $4.2M 144k 29.40
2017-12-31 $4.3M 140k 30.68
2017-09-30 $3.1M 26k 116.64
2017-06-30 $6.5M 57k 113.66
2017-03-31 $6.9M 61k 112.74
2016-12-31 $8.1M 74k 109.47
2016-09-30 $2.2M 22k 102.95
2016-06-30 $2.0M 20k 100.39
2016-03-31 $2.4M 24k 97.50
2015-12-31 $3.3M 35k 95.92
2015-09-30 $1.2M 14k 90.69
2015-03-31 $2.0M 20k 100.41

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS Group

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
ValMark Advisers
Jpmorgan Chase & Co
Advisory Alpha
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Willis Johnson & Associates
Townsquare Capital

View all funds holding SPDR DJ Wilshire Large Cap Value