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SPDR DJ Wilshire Large Cap shares owned by Concord Asset Management

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

Historical chart of Concord Asset 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 Concord Asset 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 Concord Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $930k 14k 67.51
2024-06-30 $832k 13k 64.00
2024-03-31 $699k 11k 61.53
2023-12-31 $541k 9.7k 55.90
2022-12-31 $216k 4.8k 44.98

More positions owned by Concord Asset Management

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Meta Platforms Cl A (META)

View all positions for Concord Asset Management

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Advisor Group Holdings
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap