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SPDR DJ Wilshire Large Cap shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group 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 Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 4.5k 60.12
2023-12-31 $612k 11k 55.90
2023-09-30 $549k 11k 50.26
2023-06-30 $569k 11k 52.11
2022-12-31 $94k 2.1k 45.69

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
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Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap