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SPDR DJ Wilshire Large Cap Value shares owned by Serenus Wealth Advisors

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

Historical chart of Serenus 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 Serenus 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 Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $739k 13k 56.81
2025-09-30 $718k 13k 55.33
2025-06-30 $678k 13k 52.34
2025-03-31 $661k 13k 51.07
2024-12-31 $661k 13k 51.14

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Apple Stock (AAPL)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Serenus 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
ValMark Advisers
Ameriprise Financial
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Willis Johnson & Associates
Advisory Alpha
Equitable Holdings
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Vantagepoint Investment Advisers

View all funds holding SPDR DJ Wilshire Large Cap Value