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SPDR DJ Wilshire Large Cap Value shares owned by Personal Resources Investment & Strategic Management

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

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 390k 50.10
2023-12-31 $18M 388k 46.63
2023-09-30 $16M 399k 41.26
2017-12-31 $1.2M 39k 30.67

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Advisory Alpha
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value