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SPDR DJ Wilshire Large Cap Value shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth 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 Waterway Wealth 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $690k 12k 56.58

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares National Muni Bond Etf Etf (MUB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares Msci Eafe Etf Etf (EFA)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Nvidia Corporation Stock (NVDA)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Total Bond Etf Etf (FBND)

View all positions for Waterway Wealth Management

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
ValMark Advisers
Ameriprise Financial
Bank of America Corporation
UBS Group
Willis Johnson & Associates
Raymond James Financial
Advisory Alpha
Equitable Holdings
Envestnet Asset Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value