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SPDR DJ Wilshire Large Cap shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management 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 Brass Tax Wealth Management 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $436k 6.5k 67.51
2024-06-30 $1.9M 30k 64.00

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View all positions for Brass Tax Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Advisor Group Holdings
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap