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SPDR DJ Wilshire Large Cap shares owned by Compass Financial Services

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $37M 473k 78.34
2025-06-30 $33M 456k 72.69
2025-03-31 $35M 531k 65.76
2024-12-31 $36M 524k 68.94

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Morgan Stanley
Kedalion Capital Management
Invesco
Nissay Asset Management Corp
CWM
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap