SPDR DJ Wilshire Large Cap shares owned by Compass Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Compass Financial
from 13F filings
Historical chart of Compass Financial investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Compass Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 52k | 67.51 |
| 2024-06-30 | $3.4M | 52k | 65.25 |
| 2024-03-31 | $3.3M | 54k | 61.53 |
| 2023-12-31 | $3.0M | 55k | 55.90 |
| 2023-09-30 | $2.8M | 56k | 50.26 |
| 2023-06-30 | $2.9M | 55k | 52.10 |
| 2023-03-31 | $2.7M | 56k | 48.15 |
| 2022-12-31 | $2.6M | 58k | 44.98 |
| 2022-09-30 | $2.4M | 51k | 47.28 |
| 2022-06-30 | $2.3M | 52k | 44.34 |
| 2022-03-31 | $2.7M | 52k | 53.14 |
| 2021-12-31 | $2.9M | 52k | 55.83 |
| 2021-09-30 | $2.7M | 53k | 50.45 |
| 2021-06-30 | $2.7M | 53k | 50.34 |
| 2021-03-31 | $2.5M | 54k | 46.61 |
| 2020-12-31 | $2.4M | 54k | 43.96 |
| 2020-09-30 | $2.1M | 54k | 39.35 |
| 2020-06-30 | $2.1M | 57k | 36.26 |
| 2020-03-31 | $1.7M | 57k | 30.24 |
| 2019-12-31 | $2.2M | 57k | 37.82 |
| 2019-09-30 | $2.0M | 57k | 34.84 |
| 2019-06-30 | $1.9M | 55k | 34.53 |
| 2019-03-31 | $1.8M | 55k | 33.23 |
| 2018-12-31 | $1.6M | 54k | 29.20 |
| 2018-09-30 | $2.5M | 73k | 34.06 |
| 2018-06-30 | $2.3M | 73k | 31.87 |
| 2018-03-31 | $2.0M | 66k | 30.94 |
| 2017-12-31 | $1.9M | 60k | 31.30 |