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SPDR DJ Wilshire Large Cap Value shares owned by Retirement Income Solutions

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

Historical chart of Retirement Income Solutions 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 Income Solutions 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 Income Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 93k 50.10
2023-12-31 $4.5M 96k 46.63
2023-09-30 $3.7M 90k 41.26
2023-06-30 $4.2M 98k 43.20
2023-03-31 $4.0M 99k 40.72
2022-12-31 $5.8M 150k 38.89
2022-09-30 $4.2M 120k 34.93
2022-06-30 $5.0M 135k 36.82
2022-03-31 $5.5M 132k 41.75
2021-12-31 $4.5M 108k 42.00
2021-09-30 $8.4M 215k 39.00
2021-06-30 $8.2M 207k 39.54
2021-03-31 $3.2M 85k 37.90
2020-12-31 $2.9M 83k 34.39
2020-09-30 $2.4M 81k 30.20
2020-06-30 $1.7M 58k 28.97
2020-03-31 $1.4M 55k 25.84
2019-12-31 $1.8M 53k 34.91

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)

View all positions for Retirement Income Solutions

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
Horizon Investments
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisory Alpha
Willis Johnson & Associates

View all funds holding SPDR DJ Wilshire Large Cap Value