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SPDR DJ Wilshire Large Cap Value shares owned by Shone Asset Management

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

Historical chart of Shone Asset Management 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 Shone Asset Management 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 Shone Asset Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $8.1M 238k 33.92
2020-09-30 $6.9M 221k 31.24
2020-06-30 $6.2M 203k 30.40
2020-03-31 $5.1M 178k 28.63

More positions owned by Shone Asset Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Flexshares Tr Intl Qltdv Idx (IQDF)
Flexshares Tr Qualt Divd Idx (QDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Flexshares Tr Ready Acc Vari (RAVI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Philip Morris International (PM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Shone Asset Management

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