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SPDR DJ Wilshire Large Cap Value shares owned by Schear Investment Advisers

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Schear Investment Advisers from 13F filings

Historical chart of Schear Investment Advisers 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 Schear Investment Advisers 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 Schear Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-09-30 $16M 267k 61.13

More positions owned by Schear Investment Advisers

Space Exploration Techn Corp Class A Com Stk (SPCX)
Parker-Hannifin Corporation (PH)
Progressive Corporation (PGR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Advanced Micro Devices (AMD)
Spdr Series Trust St Str P500val (SPYV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Schear Investment Advisers

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
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
UBS Group
Equitable Holdings
Connecticut Wealth Management
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value