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

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

Historical chart of PMG 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 PMG 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 PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $617k 11k 56.81
2025-09-30 $600k 11k 55.25
2025-06-30 $569k 11k 52.34
2025-03-31 $555k 11k 51.07
2024-12-31 $555k 11k 51.14

More positions owned by PMG Wealth Management

Invesco Exchange Traded S&p 500 Top 50 (XLG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
Wisdomtree Tr Wisdomtree Us Va (WTV)
First Tr Exchange-traded SHS (FDL)
John Hancock Exchange Mltfctr Lrg Cap (JHML)

View all positions for PMG Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Goldman Sachs Group
ValMark Advisers
Ameriprise Financial
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Willis Johnson & Associates
Advisory Alpha
Equitable Holdings
Wealth Enhancement Advisory Services
Vantagepoint Investment Advisers
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value