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SPDR DJ Wilshire Large Cap Value shares owned by SwitchPoint Financial Planning

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

Historical chart of SwitchPoint Financial Planning 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 SwitchPoint Financial Planning 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 SwitchPoint Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 3.5k 60.79

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View all positions for SwitchPoint Financial Planning

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