Concord Wealth Partners »

SPDR DJ Wilshire Large Cap shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $965k 16k 61.53
2023-12-31 $555k 9.9k 55.90
2023-09-30 $603 12 50.25
2023-06-30 $38k 734 52.11
2023-03-31 $146k 3.0k 48.15
2022-12-31 $224k 5.0k 44.98