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SPDR DJ Wilshire Large Cap Value shares owned by Affinity Capital Advisors

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

Historical chart of Affinity Capital Advisors 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 Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 36k 55.48
2025-06-30 $1.9M 36k 52.34
2025-03-31 $630k 13k 47.86

More positions owned by Affinity Capital Advisors

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Affinity Capital Advisors

Top funds holding SPDR DJ Wilshire Large Cap Value

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

View all funds holding SPDR DJ Wilshire Large Cap Value