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SPDR DJ Wilshire Large Cap Value shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management 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 Comprehensive Portfolio Management 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 Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 43k 55.33
2025-06-30 $2.1M 40k 52.34
2025-03-31 $4.6M 90k 51.07

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Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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View all positions for Comprehensive Portfolio Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
Ameriprise Financial
ValMark Advisers
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Advisory Alpha
Willis Johnson & Associates
Equitable Holdings
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Quotient Wealth Partners

View all funds holding SPDR DJ Wilshire Large Cap Value