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SPDR DJ Wilshire Large Cap shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial 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 Beaumont Financial 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 70k 67.51
2024-06-30 $4.5M 70k 64.00
2024-03-31 $4.3M 71k 61.53
2023-12-31 $3.9M 71k 55.90
2023-09-30 $3.6M 71k 50.26
2023-06-30 $3.7M 72k 52.11
2023-03-31 $3.6M 75k 48.15
2022-12-31 $3.5M 78k 44.98