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SPDR DJ Wilshire Large Cap Value shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $910k 16k 56.81
2025-09-30 $5.9M 107k 55.33
2025-06-30 $5.4M 104k 52.34
2025-03-31 $960k 19k 51.07

More positions owned by Kovitz Investment Group Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr Mbs Etf (MBB)
Micron Technology (MU)
Lam Research Corp Com New (LRCX)

View all positions for Kovitz Investment Group Partners

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