SPDR DJ Wilshire Large Cap shares owned by GoalVest Advisory
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory 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 GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Large Cap by GoalVest Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 21k | 61.53 |
2023-12-31 | $1.2M | 21k | 55.90 |
2023-09-30 | $1.1M | 21k | 50.26 |
2023-06-30 | $1.1M | 21k | 52.11 |
2023-03-31 | $151k | 3.1k | 48.15 |
2022-12-31 | $118k | 2.6k | 44.97 |
2022-09-30 | $49k | 1.2k | 41.70 |
2022-06-30 | $63k | 1.4k | 45.13 |
2022-03-31 | $6.0k | 111 | 54.05 |
2020-12-31 | $3.0k | 75 | 40.00 |