Cherry Tree Wealth Management »

SPDR DJ Wilshire Large Cap shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree 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 Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 17k 67.51
2024-06-30 $1.1M 17k 64.00
2024-03-31 $1.1M 17k 61.53
2023-12-31 $975k 17k 55.90
2023-09-30 $876k 17k 50.26
2023-06-30 $820k 16k 52.11