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SPDR DJ Wilshire Large Cap Value shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension 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 Fourth Dimension 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 22k 55.33
2025-06-30 $1.1M 21k 52.34
2025-03-31 $884k 17k 51.07
2024-12-31 $884k 16k 55.65

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
Spdr Portfolio MF Closed and MF Open (SPTM)
Technology Select MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Spdr Intermediate MF Closed and MF Open (SPTI)
Nvidia Corp Common Stock (NVDA)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSLC)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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