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SPDR DJ Wilshire Large Cap Value shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group 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 Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 216 56.81

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

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