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SPDR DJ Wilshire Large Cap Value shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $781k 14k 55.33
2025-06-30 $205k 3.9k 52.34
2025-03-31 $242k 4.7k 51.07
2024-06-30 $38k 779 48.74

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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