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SPDR DJ Wilshire Large Cap Value shares owned by Curio Wealth

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

Historical chart of Curio Wealth 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 Curio Wealth 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 Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $40k 702 57.36
2025-06-30 $8.0k 153 52.34
2025-03-31 $7.8k 1 7824.00
2024-12-31 $7.8k 153 51.14

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Dfa Int Core Equity Etf Etf (DFAI)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Us Small Cap Etf Etf (DFAS)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Avantis Us Small Cap Value Etf Etf (AVUV)
Dfa Core Fixed Income Etf Etf (DFCF)

View all positions for Curio Wealth

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
ValMark Advisers
Ameriprise Financial
UBS Group
Raymond James Financial
Willis Johnson & Associates
Advisory Alpha
Equitable Holdings
Vantagepoint Investment Advisers
NorthRock Partners
Envestnet Asset Management
CWM

View all funds holding SPDR DJ Wilshire Large Cap Value