Kmg Fiduciary Partners »

SPDR DJ Wilshire Large Cap Value shares owned by Kmg Fiduciary Partners

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

Historical chart of Kmg Fiduciary 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 Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $292k 5.2k 56.58

More positions owned by Kmg Fiduciary Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYM)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Goldman Sachs (GS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Actively Managed Exc Total Return (GTO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Abbvie (ABBV)

View all positions for Kmg Fiduciary Partners

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
UBS Group
Willis Johnson & Associates
Raymond James Financial
Advisory Alpha
Equitable Holdings
Envestnet Asset Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value