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SPDR DJ Wilshire Large Cap shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management 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 Evermay Wealth Management 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 242k 78.34
2025-06-30 $16M 226k 72.69
2025-03-31 $8.9M 135k 65.76
2024-12-31 $8.2M 119k 68.94
2024-09-30 $6.7M 99k 67.51
2024-06-30 $4.3M 67k 64.00
2024-03-31 $2.4M 39k 61.53
2023-12-31 $1.1M 20k 55.90
2023-09-30 $166k 3.3k 50.26
2023-06-30 $25k 480 52.11
2023-03-31 $23k 480 48.15
2022-12-31 $22k 480 44.98
2022-09-30 $8.0k 200 40.00