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SPDR DJ Wilshire Large Cap shares owned by Jacobson & Schmitt Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Jacobson & Schmitt Advisors from 13F filings

Historical chart of Jacobson & Schmitt Advisors 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 Jacobson & Schmitt Advisors 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 Jacobson & Schmitt Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $801k 14k 55.90
2023-09-30 $683k 14k 50.26
2023-06-30 $739k 14k 52.11
2023-03-31 $781k 16k 48.15
2022-12-31 $671k 16k 41.98
2022-09-30 $671k 16k 41.98
2022-06-30 $707k 16k 44.34
2022-03-31 $827k 16k 53.15
2021-12-31 $843k 15k 55.85
2021-09-30 $566k 11k 50.50
2021-06-30 $577k 12k 50.33
2021-03-31 $595k 13k 46.59
2020-12-31 $311k 7.1k 43.98