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SPDR DJ Wilshire Large Cap Value shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth 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 Partnership Wealth 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 97k 50.10
2023-12-31 $4.5M 96k 46.76

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Hanesbrands Stock (HBI)
Sleep Number Corp Stock (SNBR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Advance Auto Parts Stock (AAP)
Paramount Global Class B Stock (PARA)
Intel Corp Stock (INTC)
Microsoft Corp Stock (MSFT)
Nordstrom Stock (JWN)
Bristol-myers Squibb Stock (BMY)
V F Corp Stock (VFC)
Fresenius Medical Care Adr (FMS)

View all positions for Partnership Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisory Alpha
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value