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SPDR DJ Wilshire Large Cap Value shares owned by Davis Wealth Advisors

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

Historical chart of Davis Wealth Advisors 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 Davis Wealth Advisors 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 Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $745k 12k 60.79

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Isha Us Awar Etf (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for Davis Wealth Advisors

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