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SPDR DJ Wilshire Large Cap Value shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners 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 Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 451 56.81
2025-09-30 $7.6k 137 55.33
2025-06-30 $7.2k 137 52.34
2024-03-31 $50k 991 50.10
2023-12-31 $24k 514 46.63

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Meta Platforms Inc Cl A Stock (META)
Tesla Stock (TSLA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Highline Wealth Partners

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Goldman Sachs Group
ValMark Advisers
Ameriprise Financial
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Willis Johnson & Associates
Advisory Alpha
Equitable Holdings
Wealth Enhancement Advisory Services
Vantagepoint Investment Advisers
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value