SPDR DJ Wilshire Large Cap shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $65M | 1.1M | 61.53 |
| 2023-12-31 | $60M | 1.1M | 55.90 |
| 2023-09-30 | $57M | 1.1M | 50.26 |
| 2023-06-30 | $5.1M | 99k | 52.11 |
| 2023-03-31 | $4.5M | 94k | 48.15 |
| 2022-12-31 | $4.1M | 92k | 44.98 |
| 2022-09-30 | $3.9M | 93k | 41.99 |
| 2022-06-30 | $4.3M | 98k | 44.35 |
| 2022-03-31 | $5.3M | 100k | 53.13 |
| 2021-12-31 | $5.2M | 103k | 50.46 |
| 2021-09-30 | $5.2M | 103k | 50.46 |
| 2021-06-30 | $5.4M | 107k | 50.33 |
| 2021-03-31 | $5.8M | 123k | 46.61 |
| 2020-12-31 | $5.8M | 132k | 43.96 |
| 2020-09-30 | $16M | 440k | 36.25 |
| 2020-06-30 | $16M | 440k | 36.25 |
| 2019-12-31 | $12M | 317k | 37.82 |