SPDR DJ Wilshire Large Cap shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 16k | 67.51 |
| 2024-06-30 | $1.0M | 16k | 64.00 |
| 2024-03-31 | $1.0M | 16k | 61.53 |
| 2023-12-31 | $942k | 17k | 55.90 |
| 2023-09-30 | $781k | 16k | 50.26 |
| 2023-06-30 | $805k | 15k | 52.11 |
| 2023-03-31 | $728k | 15k | 48.15 |
| 2022-12-31 | $663k | 15k | 44.98 |
| 2022-09-30 | $951k | 23k | 41.96 |
| 2022-06-30 | $1.5M | 30k | 49.38 |
| 2022-03-31 | $992k | 19k | 53.09 |
| 2021-12-31 | $723k | 13k | 55.81 |
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