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SPDR DJ Wilshire Large Cap Value shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors 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 RFG - Bristol Wealth Advisors 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.6M 99k 56.58
2025-12-31 $5.2M 91k 56.81
2025-09-30 $4.7M 85k 55.33
2025-06-30 $4.5M 85k 52.34
2025-03-31 $3.7M 72k 51.07
2024-12-31 $3.4M 66k 51.14

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust State Street Spd (VLU)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ssga Active Etf Tr State Street Mul (RLY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)
Apple (AAPL)

View all positions for RFG - Bristol Wealth Advisors

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
ValMark Advisers
Ameriprise Financial
Bank of America Corporation
UBS Group
Willis Johnson & Associates
Raymond James Financial
Advisory Alpha
Equitable Holdings
Envestnet Asset Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value