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SPDR DJ Wilshire Large Cap Value shares owned by Wrenne Financial Planning

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

Historical chart of Wrenne Financial 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 Wrenne Financial 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 Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 50k 48.74
2024-03-31 $2.5M 49k 50.10
2023-12-31 $3.2M 69k 46.63

More positions owned by Wrenne Financial Planning

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Wrenne Financial Planning

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Morgan Stanley
ValMark Advisers
UBS Group
Ameriprise Financial
Bank of America Corporation
Jpmorgan Chase & Co
Advisory Alpha
Envestnet Asset Management
Raymond James Financial Services Advisors
CWM
Royal Bank of Canada
Franklin Resources

View all funds holding SPDR DJ Wilshire Large Cap Value