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SPDR DJ Wilshire Large Cap shares owned by Freedom Wealth Alliance

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

Historical chart of Freedom Wealth Alliance 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 Freedom Wealth Alliance 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 Freedom Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.3M 106k 50.26
2023-06-30 $6.1M 115k 52.87
2023-03-31 $2.0M 42k 48.15
2022-12-31 $2.0M 45k 44.98

More positions owned by Freedom Wealth Alliance

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amplify Etf Tr High Income (YYY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Freedom Wealth Alliance

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Private Advisor
Gradient Investments
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap