Diversified Portfolios »

SPDR DJ Wilshire Large Cap Value shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios 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 Diversified Portfolios 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 Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 22k 50.10
2023-12-31 $1.0M 22k 46.63
2023-09-30 $976k 24k 41.26
2023-06-30 $905k 21k 43.20
2023-03-31 $833k 21k 40.72
2022-12-31 $760k 20k 38.89

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
Ishares Floating Rate Etf (FLOT)
Vanguard Interm Bond Index ETF Etf (BIV)
DFA Core Emerging Mkt ETF Etf (DFAE)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
iShares National Muni Bond ETF Etf (MUB)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
American Centy Etf Tr avantis emgmkt (AVEM)

View all positions for Diversified Portfolios

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