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SPDR DJ Wilshire Large Cap shares owned by Brown Financial Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Brown Financial Advisors from 13F filings

Historical chart of Brown Financial Advisors 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 Brown Financial Advisors 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 Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 202k 64.00

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Aim Etf Products Trust Us Larcp B20 Mar (MARW)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Powershares Actively Managed Ultra Shrt Dur (GSY)

View all positions for Brown Financial Advisors

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Advocacy Wealth Management Services
Private Advisor
Manufacturers Life Insurance Company

View all funds holding SPDR DJ Wilshire Large Cap