SPDR DJ Wilshire Large Cap shares owned by Ballast Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $108k | 1.4k | 78.34 |
| 2025-06-30 | $101k | 1.4k | 72.69 |
| 2025-03-31 | $58k | 884 | 65.76 |
| 2024-12-31 | $61k | 884 | 68.94 |
| 2024-09-30 | $60k | 884 | 67.51 |
| 2024-06-30 | $57k | 884 | 64.00 |
| 2024-03-31 | $54k | 884 | 61.53 |
| 2023-12-31 | $49k | 884 | 55.90 |
| 2023-09-30 | $137k | 2.7k | 50.26 |
| 2023-06-30 | $46k | 884 | 52.11 |
| 2023-03-31 | $43k | 884 | 48.15 |
| 2022-12-31 | $40k | 884 | 44.98 |
| 2022-09-30 | $37k | 884 | 41.86 |
| 2022-06-30 | $39k | 884 | 44.12 |
| 2022-03-31 | $47k | 884 | 53.17 |
| 2021-12-31 | $49k | 884 | 55.43 |
| 2021-09-30 | $45k | 884 | 50.91 |
| 2021-06-30 | $44k | 884 | 49.77 |
| 2021-03-31 | $41k | 884 | 46.38 |
| 2020-12-31 | $39k | 884 | 44.12 |
| 2020-09-30 | $35k | 884 | 39.59 |
| 2020-06-30 | $32k | 884 | 36.20 |
| 2020-03-31 | $27k | 884 | 30.54 |
| 2019-12-31 | $33k | 884 | 37.33 |