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SPDR DJ Wilshire Large Cap Value shares owned by RFG Advisory

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

Historical chart of RFG Advisory 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 Advisory 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 Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 49k 50.10
2023-12-31 $1.8M 38k 46.63
2023-09-30 $855k 21k 41.26
2023-03-31 $297k 7.3k 40.72

More positions owned by RFG Advisory

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)
Apple (AAPL)

View all positions for RFG Advisory

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