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SPDR DJ Wilshire Large Cap Value shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment Group 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 Brookwood Investment Group 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 Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $236k 4.2k 56.59
2025-12-31 $312k 5.5k 56.81
2025-06-30 $209k 4.0k 52.34

More positions owned by Brookwood Investment Group

Vanguard Index Fds Total Stk Mkt Put Option (VTI)
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Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A Call Option (META)
Listed Fds Tr Shares Core Bd (OVB)
Ishares U S Etf Tr Short Duration B (NEAR)
Tidal Trust Iii Vistashares Targ (DRKY)
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View all positions for Brookwood Investment Group

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
ValMark Advisers
Ameriprise Financial
Bank of America Corporation
UBS Group
Willis Johnson & Associates
Raymond James Financial
Advisory Alpha
Equitable Holdings
Envestnet Asset Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value