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SPDR DJ Wilshire Large Cap Value shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership 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 Impact Partnership 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 Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $850k 15k 56.81
2024-03-31 $16k 326 50.17
2023-12-31 $15k 325 46.60
2023-09-30 $35k 849 41.26
2023-06-30 $167k 3.9k 43.20

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View all positions for Impact Partnership Wealth

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