Fortitude Financial »

SPDR DJ Wilshire Large Cap shares owned by Fortitude Financial

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

Historical chart of Fortitude Financial 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 Fortitude Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Fortitude Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $29M 437k 65.76
2024-12-31 $15M 217k 68.94

More positions owned by Fortitude Financial

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Fidelity Covington Trust High Divid Etf (FDVV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for Fortitude Financial

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Jones Financial Companies, L.L
Creative Planning
USS Investment Management
Invesco
Envestnet Asset Management
Allianz Asset Management
National Mutual Insurance Federation of Agricultural Cooperatives
Jpmorgan Chase & Co
CWM
Advisor Group Holdings
Advance Capital Management
Clark Capital Management Group
Resources Investment Advisors

View all funds holding SPDR DJ Wilshire Large Cap