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SPDR DJ Wilshire Large Cap Value shares owned by Petersen Hastings Wealth Advisors

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

Historical chart of Petersen Hastings Wealth 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 Petersen Hastings Wealth 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 Petersen Hastings Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 18k 60.79
2026-03-31 $1.1M 19k 56.58

More positions owned by Petersen Hastings Wealth Advisors

Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for Petersen Hastings Wealth 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
ValMark Advisers
Ameriprise Financial
Bank of America Corporation
Raymond James Financial
UBS Group
Willis Johnson & Associates
Horizon Investments
Advisory Alpha
Equitable Holdings
Envestnet Asset Management

View all funds holding SPDR DJ Wilshire Large Cap Value