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SPDR DJ Wilshire Large Cap shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 123k 61.53
2023-12-31 $5.7M 103k 55.90

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View all positions for Concurrent Investment Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Resources Investment Advisors
Morgan Stanley
CWM
Clark Capital Management Group
Advocacy Wealth Management Services
Mizuho Corporate Bank
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap