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SPDR DJ Wilshire Large Cap shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $45M 695k 64.00
2024-03-31 $44M 709k 61.53
2023-12-31 $38M 676k 55.90

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Advisor Group Holdings
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap