SPDR DJ Wilshire Large Cap shares owned by Beta Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth 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 Beta Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 161k | 68.94 |
| 2024-09-30 | $11M | 160k | 67.51 |
| 2024-06-30 | $10M | 163k | 64.00 |
| 2024-03-31 | $9.6M | 157k | 61.53 |
| 2023-12-31 | $9.1M | 163k | 55.90 |
| 2023-09-30 | $8.0M | 158k | 50.26 |
| 2023-06-30 | $8.3M | 160k | 52.11 |
| 2023-03-31 | $7.9M | 164k | 48.15 |
| 2022-12-31 | $7.8M | 173k | 44.98 |
| 2022-09-30 | $7.4M | 177k | 41.99 |
| 2022-06-30 | $7.6M | 172k | 44.34 |
| 2022-03-31 | $9.5M | 179k | 53.13 |
| 2021-12-31 | $8.6M | 171k | 50.46 |
| 2021-09-30 | $8.6M | 171k | 50.46 |
| 2021-06-30 | $8.7M | 173k | 50.33 |
| 2021-03-31 | $8.0M | 173k | 46.61 |
| 2020-12-31 | $7.5M | 171k | 43.96 |