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SPDR DJ Wilshire Large Cap shares owned by Calton & Associates

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $894k 15k 61.53
2023-12-31 $239k 4.3k 55.90

More positions owned by Calton & Associates

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Financials Etf (VFH)
Apple (AAPL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Mega Cap Index (MGC)
Vanguard World Health Car Etf (VHT)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Calton & Associates

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap