Kuntz Lesher Capital »

SPDR DJ Wilshire Large Cap Value shares owned by Kuntz Lesher Capital

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Kuntz Lesher Capital from 13F filings

Historical chart of Kuntz Lesher Capital 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 Kuntz Lesher Capital 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 Kuntz Lesher Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $896k 16k 55.33
2025-06-30 $844k 16k 52.34
2025-03-31 $819k 16k 51.07
2024-12-31 $690k 14k 51.14
2024-09-30 $236k 4.5k 52.86

More positions owned by Kuntz Lesher Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p400 (SPMD)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kuntz Lesher Capital

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