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SPDR DJ Wilshire Large Cap Value shares owned by World Equity Group

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

Historical chart of World Equity 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 World Equity 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 World Equity Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $975k 20k 48.74
2024-03-31 $936k 19k 50.10
2023-12-31 $1.1M 23k 46.63
2023-09-30 $3.5M 85k 41.23
2023-06-30 $573k 13k 43.20
2023-03-31 $1.8M 21k 88.17
2022-12-31 $1.3M 34k 38.90
2022-06-30 $469k 13k 36.82

More positions owned by World Equity Group

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Growth Strength (FTGS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for World Equity Group

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
Franklin Resources
Willis Johnson & Associates
Horizon Investments
Equitable Holdings

View all funds holding SPDR DJ Wilshire Large Cap Value