Visionary Horizons »

SPDR DJ Wilshire Large Cap Value shares owned by Visionary Horizons

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

Historical chart of Visionary Horizons 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 Visionary Horizons consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Visionary Horizons

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 427k 52.86
2024-06-30 $19M 388k 48.74
2024-03-31 $20M 419k 47.90
2023-12-31 $19M 403k 46.63

More positions owned by Visionary Horizons

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Long Term Bond (BLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Intl Aggr (IAGG)
Microsoft Corporation (MSFT)
Medtronic SHS (MDT)
Amgen (AMGN)

View all positions for Visionary Horizons

Top funds holding SPDR DJ Wilshire Large Cap Value

LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
Bank of America Corporation
Jpmorgan Chase & Co
Advisory Alpha
Envestnet Asset Management
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Willis Johnson & Associates
Franklin Resources
Horizon Investments
Equitable Holdings

View all funds holding SPDR DJ Wilshire Large Cap Value