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SPDR DJ Wilshire Large Cap shares owned by Cascadia Advisory Services

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

Historical chart of Cascadia Advisory Services 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 Cascadia Advisory Services 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 Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $4.3M 85k 50.47
2021-06-30 $4.5M 89k 50.33
2021-03-31 $4.4M 94k 46.61
2020-09-30 $3.5M 90k 39.35
2020-06-30 $1.2M 34k 36.26
2019-12-31 $2.5M 67k 37.82

More positions owned by Cascadia Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Barclays 7 10 Yr (IEF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Amazon (AMZN)

View all positions for Cascadia Advisory Services

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
Resources Investment Advisors
CWM
Advocacy Wealth Management Services
Mizuho Corporate Bank
Financial Engines Advisors L.L.C
Assetmark

View all funds holding SPDR DJ Wilshire Large Cap