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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $2.5M 44k 55.33
2025-06-30 $2.3M 45k 52.34
2025-03-31 $2.7M 52k 51.07
2024-12-31 $2.6M 51k 51.14
2024-09-30 $772k 15k 52.86

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Columbia Etf Tr I Resh Enhnc Cor (RECS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
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Microsoft Corporation (MSFT)
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Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Fundamentun

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