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SPDR DJ Wilshire Large Cap shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions 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 Broadway Wealth Solutions 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 Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $37M 466k 78.34
2025-06-30 $32M 443k 72.69
2025-03-31 $26M 397k 65.76

More positions owned by Broadway Wealth Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
J P Morgan Exchange Traded F Active Growth (JGRO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)

View all positions for Broadway Wealth Solutions

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Morgan Stanley
Kedalion Capital Management
Invesco
Nissay Asset Management Corp
CWM
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap