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SPDR DJ Wilshire Large Cap shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 46k 68.32
2024-06-30 $3.3M 51k 63.64

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Snowflake Cl A (SNOW)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Unilever Spon Adr New (UL)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Fullcircle Wealth

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