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SPDR DJ Wilshire Large Cap shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 256k 68.21
2024-06-30 $16M 254k 64.00
2024-03-31 $17M 273k 61.53

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Ishares U.s. Technology Etf Etf (IYW)
Procter And Gamble Stock (PG)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Gen-Wealth Partners

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