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SPDR DJ Wilshire Large Cap Value shares owned by Cadia Private Client

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

Historical chart of Cadia Private Client 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 Cadia Private Client 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 Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-03-31 $642k 11k 56.58
2025-12-31 $472k 8.3k 56.81

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Cadia Private Client

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