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
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |