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SPDR DJ Wilshire Large Cap shares owned by Richardson Financial Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 122k 61.53
2023-12-31 $7.2M 129k 55.90

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Resources Investment Advisors
Morgan Stanley
CWM
Clark Capital Management Group
Advocacy Wealth Management Services
Mizuho Corporate Bank
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap