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SPDR DJ Wilshire Large Cap Value shares owned by StrongBox Wealth

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

Historical chart of StrongBox Wealth 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 StrongBox Wealth 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 StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $45k 740 60.79

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Jpmorgan Ultra-short Income Etf Shs Ben Int (JPST)
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Alphabet Inc Class A cs (GOOGL)
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Invesco Qqq Trust Series I Shs Ben Int (QQQ)
Ishares Msci Usa Quality Factor Etf Shs Ben Int (QUAL)
Ishares Core S&p Mid-cap Etf Shs Ben Int (IJH)
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JPMorgan Chase & Co. (JPM)
Visa (V)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
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Raytheon Technologies Corp (RTX)

View all positions for StrongBox Wealth

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
Morgan Stanley
ValMark Advisers
Ameriprise Financial
Raymond James Financial
Jpmorgan Chase & Co
Manufacturers Life Insurance Company
Willis Johnson & Associates
UBS Group
Equitable Holdings
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Value