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SPDR DJ Wilshire Large Cap Value shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 392k 50.10
2023-12-31 $18M 381k 46.63
2023-09-30 $470k 11k 41.26
2023-06-30 $301k 7.0k 43.20

More positions owned by Retirement Planning Group

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Costco Wholesale Corporation (COST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

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