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SPDR DJ Wilshire Large Cap shares owned by Fundamentun

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

Historical chart of Fundamentun investment in SPDR DJ Wilshire Large Cap

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250.5M1M1.5M2M2.5M10k20k30k
Value ($)Share countHistorical SPLG position of Fundamentun Source: stockzoa.comValue ($)Share count

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All positions including SPDR DJ Wilshire Large Cap held by Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 37k 68.94
2024-09-30 $425k 6.3k 67.51
2021-09-30 $463k 9.2k 50.42

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Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap