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SPDR DJ Wilshire Large Cap shares owned by Kings Point Capital Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Kings Point Capital Management from 13F filings

Historical chart of Kings Point Capital Management 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 Kings Point Capital Management 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 Kings Point Capital Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $236k 4.4k 53.19
2021-12-31 $471k 8.4k 55.83

More positions owned by Kings Point Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhanced Sho Etf (MINT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Accenture Plc Ireland Cla Shs Class A (ACN)
Thermo Fisher Scientific (TMO)
Aon Cl A Added (AON)
American Express Company (AXP)
NVIDIA Corporation (NVDA)
Blackstone Group Com Cl A (BX)
Honeywell International (HON)
Hca Holdings (HCA)
American Tower Reit Cl A (AMT)
Raytheon Technologies Corp Com Added (RTX)

View all positions for Kings Point Capital Management

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
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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