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SPDR DJ Wilshire Large Cap Value shares owned by Milestone Asset Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management 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 Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 96k 56.58

More positions owned by Milestone Asset Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Milestone Asset Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
ValMark Advisers
Ameriprise Financial
UBS Group
Raymond James Financial
Willis Johnson & Associates
Advisory Alpha
Equitable Holdings
Vantagepoint Investment Advisers
NorthRock Partners
Envestnet Asset Management
CWM

View all funds holding SPDR DJ Wilshire Large Cap Value