Consolidated Planning Corp »

SPDR DJ Wilshire Large Cap shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 6.1k 78.34
2025-06-30 $442k 6.1k 72.69
2025-03-31 $391k 5.9k 65.76
2024-12-31 $410k 5.9k 68.94

More positions owned by Consolidated Planning Corp

American Centy Etf Tr Us Eqt Etf (AVUS)
T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Broadcom (AVGO)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for Consolidated Planning Corp

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