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SPDR DJ Wilshire Large Cap Value shares owned by Fundamentun

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

Historical chart of Fundamentun investment in SPDR DJ Wilshire Large Cap Value

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 291M1.5M2M2.5M20k30k40k50k
Value ($)Share countHistorical SPYV position of Fundamentun Source: stockzoa.comValue ($)Share count

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All positions including SPDR DJ Wilshire Large Cap Value held by Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 51k 51.14
2024-09-30 $772k 15k 52.86

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Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Demars Financial Group
Morgan Stanley
Ameriprise Financial
ValMark Advisers
UBS Group
Bank of America Corporation
Horizon Investments
Raymond James Financial
Jpmorgan Chase & Co
Royal Bank of Canada
CWM
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value