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SPDR DJ Wilshire Large Cap Value shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic 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 Journey Strategic 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 445k 55.33
2025-06-30 $21M 399k 52.34
2025-03-31 $18M 350k 51.07
2024-12-31 $15M 296k 51.14
2024-09-30 $16M 293k 52.86

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
RBB Us Treas 3 Mnth (TBIL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Journey Strategic Wealth

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