SPDR DJ Wilshire Large Cap shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 55k | 67.51 |
| 2024-06-30 | $3.8M | 59k | 64.00 |
| 2024-03-31 | $3.4M | 55k | 61.53 |
| 2023-12-31 | $3.7M | 66k | 55.90 |
| 2023-09-30 | $3.2M | 64k | 50.26 |
| 2023-06-30 | $2.5M | 49k | 52.11 |
| 2023-03-31 | $2.2M | 46k | 48.15 |
| 2022-12-31 | $1.8M | 41k | 44.98 |
| 2022-09-30 | $1.7M | 40k | 42.00 |
| 2022-06-30 | $1.7M | 37k | 44.35 |
| 2022-03-31 | $2.1M | 39k | 53.12 |
| 2021-12-31 | $1.6M | 29k | 55.81 |
| 2021-09-30 | $1.2M | 25k | 50.47 |
| 2021-06-30 | $1.2M | 24k | 50.35 |
| 2021-03-31 | $1.0M | 22k | 46.61 |
| 2020-12-31 | $968k | 22k | 43.96 |
| 2020-09-30 | $529k | 14k | 39.30 |
| 2020-06-30 | $266k | 7.4k | 36.12 |
| 2020-03-31 | $226k | 7.5k | 30.19 |
| 2019-12-31 | $234k | 6.2k | 37.73 |