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SPDR DJ Wilshire Large Cap shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 150k 67.51
2024-06-30 $7.8M 119k 65.32
2024-03-31 $3.3M 54k 61.28

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap