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SPDR DJ Wilshire Large Cap shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management 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 Centric Wealth Management 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 55k 59.06
2023-12-31 $3.3M 57k 57.95
2023-06-30 $419k 8.1k 51.70

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Wisdomtree Tr Futre Strat Fd (WTMF)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Globe Life
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Atkore Intl (ATKR)

View all positions for Centric Wealth Management

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