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SPDR DJ Wilshire Large Cap Value shares owned by Colter Lewis Investment Partners

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

Historical chart of Colter Lewis Investment 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 Colter Lewis Investment 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 Colter Lewis Investment Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $408k 7.2k 56.58

More positions owned by Colter Lewis Investment Partners

Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Stubhub Hldgs Cl A (STUB)
American Express Company (AXP)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Colter Lewis Investment Partners

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