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SPDR DJ Wilshire Large Cap Value shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning 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 Laurel Wealth Planning 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 Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 136k 52.86
2024-06-30 $7.0M 144k 48.74
2024-03-31 $7.2M 143k 50.10
2023-12-31 $6.6M 143k 46.63
2023-09-30 $5.5M 133k 41.26
2023-06-30 $5.2M 121k 43.20

More positions owned by Laurel Wealth Planning

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Infrastruc (IFRA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Esg Awr Msci Em (ESGE)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Msci Jpn Etf New (EWJ)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Enhancd Short (EMNT)

View all positions for Laurel Wealth Planning

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
ValMark Advisers
Jpmorgan Chase & Co
Advisory Alpha
CWM
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Willis Johnson & Associates
Townsquare Capital

View all funds holding SPDR DJ Wilshire Large Cap Value