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SPDR DJ Wilshire Large Cap shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Fortis Group 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 150k 67.51
2024-06-30 $14M 220k 64.00
2024-03-31 $3.1M 50k 61.53
2020-09-30 $1.9M 48k 39.35

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Utilities MF Closed and MF Open (XLU)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Gold Tr Ishares New (IAU)
RBB Us Treas 3 Mnth (TBIL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares 20 MF Closed and MF Open (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Fortis Group Advisors

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