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SPDR DJ Wilshire Large Cap Value shares owned by Rdl Financial

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

Historical chart of Rdl Financial 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 Rdl Financial 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 Rdl Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $409k 9.5k 43.20
2023-12-31 $409k 9.5k 43.20
2023-09-30 $391k 9.5k 41.26
2023-06-30 $388k 9.5k 40.96
2023-03-31 $385k 9.5k 40.72
2022-12-31 $369k 9.5k 38.89
2022-09-30 $325k 9.4k 34.49
2022-06-30 $243k 6.6k 36.80

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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
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Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds Dec24 Etf (IBDP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Rdl Financial

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