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SPDR DJ Wilshire Large Cap Value shares owned by Summit Investment Advisors

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

Historical chart of Summit 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 Summit 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.7M 33k 52.12

More positions owned by Summit Investment Advisors

Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)

View all positions for Summit 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
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