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SPDR DJ Wilshire Large Cap Value shares owned by J. M. Brown & Associates

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by J. M. Brown & Associates from 13F filings

Historical chart of J. M. Brown & Associates 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 J. M. Brown & Associates 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 J. M. Brown & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $908k 15k 60.79

More positions owned by J. M. Brown & Associates

Proshares Tr Pshs Ult S&p 500 (SSO)
Spdr Series Trust St Str Conv Etf (CWB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Apple (AAPL)
Vanguard World Materials Etf (VAW)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Vanguard World Energy Etf (VDE)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for J. M. Brown & Associates

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
ValMark Advisers
Ameriprise Financial
Bank of America Corporation
Raymond James Financial
UBS Group
Willis Johnson & Associates
Horizon Investments
Advisory Alpha
Equitable Holdings
Envestnet Asset Management

View all funds holding SPDR DJ Wilshire Large Cap Value