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SPDR DJ Wilshire Large Cap Value shares owned by Capital & Planning

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

Historical chart of Capital & Planning 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 Capital & Planning 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 Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5k 27 57.00
2024-12-31 $1.4k 26 52.35

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View all positions for Capital & Planning

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
Raymond James Financial
UBS Group
Willis Johnson & Associates
Horizon Investments
Advisory Alpha
Equitable Holdings
Envestnet Asset Management

View all funds holding SPDR DJ Wilshire Large Cap Value