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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
2024-09-30 $14M 212k 67.51
2024-06-30 $13M 202k 64.00

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Protn (TJUL)
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Amazon (AMZN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Brown Financial Advisors

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