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SPDR DJ Wilshire Large Cap Value shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $29k 503 56.81
2025-09-30 $28k 503 55.33
2025-06-30 $26k 503 52.34

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View all positions for Atlantic Private Wealth

Top funds holding SPDR DJ Wilshire Large Cap Value

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

View all funds holding SPDR DJ Wilshire Large Cap Value