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SPDR DJ Wilshire Large Cap shares owned by Atomi Financial Group

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

Historical chart of Atomi Financial Group 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 Atomi Financial Group 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 Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 30k 55.90
2023-09-30 $1.2M 24k 50.26
2023-06-30 $1.4M 27k 52.11
2023-03-31 $1.1M 23k 48.15

More positions owned by Atomi Financial Group

Coinbase Global Com Cl A (COIN)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Atomi Financial Group

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
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap