Williams Financial »

SPDR DJ Wilshire Large Cap Value shares owned by Williams Financial

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

Historical chart of Williams 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 Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $37M 703k 52.86
2024-06-30 $34M 690k 48.74
2024-03-31 $34M 686k 50.10

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
CVS Caremark Corporation (CVS)
SYSCO Corporation (SYY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Williams Financial

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