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SPDR DJ Wilshire Large Cap Value shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth 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 Foundation Wealth 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 Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 43k 55.33
2025-06-30 $2.2M 43k 52.34
2025-03-31 $2.2M 44k 51.07

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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View all positions for Foundation Wealth Management

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
Ameriprise Financial
ValMark Advisers
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Advisory Alpha
Willis Johnson & Associates
Equitable Holdings
Dynasty Wealth Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value