Wealth Advisory Solutions »

SPDR DJ Wilshire Large Cap Value shares owned by Wealth Advisory Solutions

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

Historical chart of Wealth Advisory Solutions 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 Wealth Advisory Solutions 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 Wealth Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 6.7k 52.86
2024-06-30 $361k 7.4k 48.74
2022-06-30 $1.5M 42k 36.81

More positions owned by Wealth Advisory Solutions

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Eli Lilly & Co. (LLY)
UnitedHealth (UNH)
Air Products & Chemicals (APD)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Occidental Petroleum Corporation (OXY)
World Gold Tr Spdr Gld Minis (GLDM)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Zoetis Cl A (ZTS)

View all positions for Wealth Advisory Solutions

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