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SPDR DJ Wilshire Large Cap Value shares owned by Stonebrook Private

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

Historical chart of Stonebrook Private 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 Stonebrook Private 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 Stonebrook Private

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 36k 50.10

More positions owned by Stonebrook Private

Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Equity Etf (DFUS)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Eaton Corp SHS (ETN)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)

View all positions for Stonebrook Private

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