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SPDR DJ Wilshire Large Cap shares owned by Latitude Advisors

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

Historical chart of Latitude 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 Latitude 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 23k 61.53
2023-12-31 $618k 11k 55.90
2023-09-30 $503k 10k 50.26
2023-06-30 $351k 6.7k 52.11
2023-03-31 $218k 4.5k 48.15

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tyler Technologies (TYL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Resources Investment Advisors
Morgan Stanley
CWM
Clark Capital Management Group
Advocacy Wealth Management Services
Mizuho Corporate Bank
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap