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SPDR DJ Wilshire Large Cap Value shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors 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 Legacy Financial Advisors 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 Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 5.1k 55.33
2025-03-31 $262k 5.1k 51.07

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree True Emerging Markets Fund Etf (XC)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Legacy Financial Advisors

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