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Peak Retirement Planning »

SPDR DJ Wilshire Large Cap Value shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning 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 Peak Retirement Planning 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 Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$192k	3.2k	60.79

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)

Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)

Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)

State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)

Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)

State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)

State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)

State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)

State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)

Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)

Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)

Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)

Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)

Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

View all positions for Peak Retirement Planning

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C

Goldman Sachs Group

Hanson McClain Advisors

Bank of America Corporation

ValMark Advisers

Ameriprise Financial

Raymond James Financial

Jpmorgan Chase & Co

Manufacturers Life Insurance Company

Willis Johnson & Associates

Equitable Holdings

View all funds holding SPDR DJ Wilshire Large Cap Value

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