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SPDR DJ Wilshire Large Cap Value shares owned by Axis Wealth Partners

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

Historical chart of Axis Wealth Partners 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 Axis Wealth Partners 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 Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 52k 56.81
2025-09-30 $2.8M 51k 55.33
2025-06-30 $2.5M 48k 52.34
2025-03-31 $2.0M 38k 51.07
2024-12-31 $1.9M 36k 51.14

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Victory Portfolios Ii Core Intermediat (UITB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Axis Wealth Partners

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