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SPDR DJ Wilshire Large Cap Value shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $366k 7.8k 46.63
2023-09-30 $377k 9.1k 41.26
2023-06-30 $390k 9.0k 43.20
2023-03-31 $364k 8.9k 40.72

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View all positions for Cape Investment Advisory

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Horizon Investments
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value