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SPDR DJ Wilshire Large Cap shares owned by Epic Trust Investment Advisors

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

Historical chart of Epic Trust 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 Epic Trust 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 Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 24k 61.53
2023-12-31 $1.2M 22k 55.90
2023-09-30 $331k 6.6k 50.26
2022-03-31 $201k 3.8k 53.09
2021-12-31 $588k 11k 55.87

More positions owned by Epic Trust Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Epic Trust Investment Advisors

Top funds holding SPDR DJ Wilshire Large Cap

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AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Private Advisor
Gradient Investments
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap