SPDR DJ Wilshire Large Cap shares owned by Fortis Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 4.8k | 78.34 |
| 2025-06-30 | $407k | 5.6k | 72.68 |
| 2025-03-31 | $565k | 8.6k | 65.76 |
| 2024-12-31 | $662k | 9.6k | 68.94 |
| 2024-09-30 | $633k | 9.4k | 67.51 |
| 2024-06-30 | $546k | 8.5k | 64.00 |
| 2024-03-31 | $382k | 6.2k | 61.53 |
| 2023-12-31 | $345k | 6.2k | 55.90 |
| 2023-09-30 | $213k | 4.2k | 50.26 |
| 2023-06-30 | $316k | 6.1k | 52.11 |
| 2023-03-31 | $291k | 6.0k | 48.15 |
| 2022-12-31 | $340k | 7.6k | 44.98 |
| 2022-09-30 | $316k | 7.5k | 41.97 |
| 2022-06-30 | $330k | 7.4k | 44.32 |
| 2022-03-31 | $327k | 6.2k | 53.12 |
| 2021-09-30 | $165k | 3.3k | 50.30 |
| 2021-06-30 | $110k | 2.2k | 50.53 |
| 2021-03-31 | $77k | 1.6k | 46.78 |
| 2020-03-31 | $102k | 3.4k | 30.23 |