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Global Wealth Strategies & Associates »

SPDR DJ Wilshire Large Cap shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$63k	799	78.34
2025-06-30	$55k	756	72.69
2025-03-31	$50k	759	65.76

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Vanguard Dividend Appreciation Etf Etf (VIG)

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Ishares Flexible Income Active Etf Etf (BINC)

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Invesco Qqq Trust Series I Etf (QQQ)

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View all positions for Global Wealth Strategies & Associates

Top funds holding SPDR DJ Wilshire Large Cap

Betterment

USS Investment Management

Jones Financial Companies, L.L

LPL Financial

Creative Planning

Envestnet Asset Management

Morgan Stanley

Kedalion Capital Management

Invesco

Nissay Asset Management Corp

CWM

National Mutual Insurance Federation of Agricultural Cooperatives

Advisor Group Holdings

Goldman Sachs Group

Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap

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