SPDR DJ Wilshire Large Cap shares owned by Crestwood Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 25k | 78.34 |
| 2025-06-30 | $1.8M | 25k | 72.69 |
| 2025-03-31 | $1.5M | 22k | 65.76 |
| 2024-12-31 | $1.4M | 20k | 68.94 |
| 2024-09-30 | $1.4M | 21k | 67.51 |
| 2024-06-30 | $1.3M | 21k | 64.00 |
| 2024-03-31 | $1.4M | 22k | 61.53 |
| 2023-12-31 | $1.3M | 23k | 55.90 |
| 2023-09-30 | $1.2M | 24k | 50.26 |
| 2023-06-30 | $1.3M | 25k | 52.11 |
| 2023-03-31 | $1.3M | 27k | 48.15 |
| 2022-12-31 | $1.1M | 25k | 44.98 |
| 2022-06-30 | $234k | 5.3k | 44.28 |