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SPDR DJ Wilshire Large Cap Value shares owned by Abound Financial

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

Historical chart of Abound Financial 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 Abound Financial 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 Abound Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 286k 55.33
2025-06-30 $15M 284k 52.34
2025-03-31 $13M 256k 51.07

More positions owned by Abound Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Select Sector Spdr Tr Communication (XLC)

View all positions for Abound Financial

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
ValMark Advisers
Ameriprise Financial
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Willis Johnson & Associates
Advisory Alpha
Equitable Holdings
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Vantagepoint Investment Advisers

View all funds holding SPDR DJ Wilshire Large Cap Value