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SPDR DJ Wilshire Large Cap shares owned by Atlas Private Wealth Advisors

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

Historical chart of Atlas Private Wealth 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 Atlas Private Wealth 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $778k 14k 55.90
2023-09-30 $530k 11k 50.26

More positions owned by Atlas Private Wealth Advisors

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfli High Yld (SPHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)

View all positions for Atlas Private Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Private Advisor
Gradient Investments
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap