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Synergy Investment Management »

SPDR DJ Wilshire Large Cap Value shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management 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 Synergy Investment Management 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 Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$8.0M	145k	55.33
2025-06-30	$6.5M	125k	52.34
2025-03-31	$5.5M	108k	51.07
2024-12-31	$2.6M	51k	51.14

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)

Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)

Ishares Core MF Closed and MF Open (IVV)

Ishares U S MF Closed and MF Open (DYNF)

Spdr Portfolio MF Closed and MF Open (SPYG)

Invesco S&p MF Closed and MF Open (SPHQ)

Spdr Intermediate MF Closed and MF Open (SPTI)

Spdr Portfolio MF Closed and MF Open (SPYV)

Ishares Core MF Closed and MF Open (IEMG)

Ishares S&p MF Closed and MF Open (OEF)

Capital Group MF Closed and MF Open (CGDV)

First Trust MF Closed and MF Open (UCON)

Spdr Portfolio MF Closed and MF Open (SPTS)

Ishares A I MF Closed and MF Open (BAI)

Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding SPDR DJ Wilshire Large Cap Value

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Goldman Sachs Group

Hanson McClain Advisors

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

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