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SPDR DJ Wilshire Large Cap Value shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners 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 Principle Wealth Partners 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 4.5k 55.33
2025-06-30 $237k 4.5k 52.34
2024-12-31 $238k 4.6k 51.14
2024-09-30 $246k 4.6k 52.86

More positions owned by Principle Wealth Partners

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
JPMorgan Chase & Co. (JPM)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
McDonald's Corporation (MCD)

View all positions for Principle Wealth Partners

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
Ameriprise Financial
ValMark Advisers
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Advisory Alpha
Willis Johnson & Associates
Equitable Holdings
Dynasty Wealth Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value