SPDR DJ Wilshire Large Cap shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 30k | 55.90 |
| 2023-09-30 | $373k | 7.4k | 50.26 |
| 2023-06-30 | $389k | 7.5k | 52.11 |
| 2023-03-31 | $361k | 7.5k | 48.15 |
| 2022-12-31 | $367k | 8.2k | 44.98 |
| 2022-09-30 | $346k | 8.2k | 42.04 |
| 2022-06-30 | $3.1M | 71k | 44.34 |
| 2022-03-31 | $5.3M | 100k | 53.13 |
| 2021-12-31 | $5.4M | 98k | 55.83 |
| 2021-09-30 | $4.7M | 93k | 50.45 |
| 2021-06-30 | $4.5M | 89k | 50.33 |
| 2021-03-31 | $4.0M | 85k | 46.61 |
| 2020-12-31 | $4.2M | 95k | 43.96 |
| 2020-09-30 | $3.4M | 88k | 39.35 |
| 2020-06-30 | $2.9M | 81k | 36.25 |
| 2020-03-31 | $1.6M | 54k | 30.26 |
| 2019-12-31 | $2.1M | 55k | 37.81 |
| 2019-09-30 | $1.8M | 52k | 34.85 |