SPDR DJ Wilshire Large Cap shares owned by Brio Consultants
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $454k | 6.7k | 67.51 |
| 2024-06-30 | $384k | 6.0k | 64.00 |
| 2024-03-31 | $369k | 6.0k | 61.53 |
| 2023-12-31 | $342k | 6.1k | 55.90 |
| 2023-09-30 | $316k | 6.3k | 50.26 |
| 2023-06-30 | $347k | 6.7k | 52.11 |
| 2023-03-31 | $380k | 7.9k | 48.15 |
| 2022-12-31 | $420k | 9.3k | 44.98 |
| 2022-09-30 | $535k | 12k | 44.53 |
| 2022-06-30 | $646k | 15k | 44.53 |
| 2022-03-31 | $28M | 519k | 53.13 |
| 2021-12-31 | $32M | 575k | 55.83 |
| 2021-09-30 | $29M | 577k | 50.46 |
| 2021-06-30 | $27M | 543k | 50.33 |
| 2021-03-31 | $25M | 532k | 46.61 |
| 2020-12-31 | $23M | 516k | 43.96 |
| 2020-09-30 | $16M | 402k | 39.35 |
| 2020-06-30 | $13M | 370k | 36.25 |
| 2020-03-31 | $11M | 374k | 30.25 |
| 2019-12-31 | $13M | 351k | 37.82 |
| 2019-09-30 | $12M | 329k | 34.85 |
| 2019-06-30 | $10M | 292k | 34.54 |
| 2019-03-31 | $9.1M | 274k | 33.23 |
| 2018-12-31 | $10M | 345k | 29.21 |