Uptown Financial Advisors »

SPDR DJ Wilshire Large Cap Value shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial 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 Uptown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 147k 55.33
2025-06-30 $7.4M 142k 52.34
2025-03-31 $6.6M 130k 51.07
2024-12-31 $6.5M 127k 51.14

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial 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