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SPDR DJ Wilshire Large Cap Value shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building 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 Innovative Wealth Building 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 Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 4.1k 55.33
2025-06-30 $214k 4.1k 52.34
2025-03-31 $489k 9.6k 51.07

More positions owned by Innovative Wealth Building

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Us Aggbd Et (AGG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Ishares Tr Broad Usd High (USHY)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Innovative Wealth Building

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