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SPDR DJ Wilshire Large Cap Value shares owned by Graetz Wealth

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

Historical chart of Graetz 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 Graetz 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 Graetz Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 3.5k 56.59

More positions owned by Graetz Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (CWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (JNK)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Graetz Wealth

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
Willis Johnson & Associates
Raymond James Financial
Advisory Alpha
Equitable Holdings
Vantagepoint Investment Advisers
NorthRock Partners
Connecticut Wealth Management
Envestnet Asset Management

View all funds holding SPDR DJ Wilshire Large Cap Value