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SPDR DJ Wilshire Large Cap shares owned by Abound Wealth Management

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

Historical chart of Abound Wealth 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 Abound Wealth 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 Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.6M 24k 64.00
2024-03-31 $1.3M 21k 61.53
2023-12-31 $1.2M 21k 55.90
2022-12-31 $43k 953 44.97
2022-09-30 $78k 1.9k 42.05

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Real Estate Etf (VNQ)
Tesla Motors (TSLA)

View all positions for Abound Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap

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Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
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Stadion Money Management
CWM
Clark Capital Management Group
Allianz Asset Management
Mizuho Corporate Bank

View all funds holding SPDR DJ Wilshire Large Cap