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SPDR DJ Wilshire Large Cap Value shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $343k 6.1k 56.58
2025-09-30 $335k 6.1k 55.33
2025-06-30 $317k 6.1k 52.34
2025-03-31 $310k 6.1k 51.07
2024-12-31 $310k 6.1k 51.14

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View all positions for Roehl & Yi Investment 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
UBS Group
Willis Johnson & Associates
Raymond James Financial
Advisory Alpha
Equitable Holdings
Envestnet Asset Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value