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SPDR DJ Wilshire Large Cap Value shares owned by Westbourne Investments

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

Historical chart of Westbourne Investments 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 Westbourne Investments 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 Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 4.1k 55.98
2025-06-30 $213k 4.1k 52.34

More positions owned by Westbourne Investments

NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Dell Technologies CL C (DELL)
Micron Technology (MU)
Vistra Energy (VST)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Westbourne Investments

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