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SPDR DJ Wilshire Large Cap Value shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 3.7k 60.79
2026-03-31 $210k 3.7k 56.57
2025-12-31 $210k 3.7k 56.80

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View all positions for Carlson Financial

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
Bank of America Corporation
Morgan Stanley
ValMark Advisers
Ameriprise Financial
Raymond James Financial
Jpmorgan Chase & Co
Manufacturers Life Insurance Company
Willis Johnson & Associates
UBS Group
Equitable Holdings
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value