SPDR DJ Wilshire Large Cap shares owned by GoalVest Advisory
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 20k | 78.34 |
| 2025-06-30 | $1.5M | 20k | 72.69 |
| 2025-03-31 | $1.3M | 20k | 65.76 |
| 2024-12-31 | $1.4M | 21k | 68.94 |
| 2024-09-30 | $1.4M | 20k | 67.51 |
| 2024-06-30 | $1.4M | 21k | 64.00 |
| 2024-03-31 | $1.3M | 21k | 61.53 |
| 2023-12-31 | $1.2M | 21k | 55.90 |
| 2023-09-30 | $1.1M | 21k | 50.26 |
| 2023-06-30 | $152k | 3.1k | 48.33 |
| 2023-03-31 | $151k | 3.1k | 48.15 |
| 2022-12-31 | $118k | 2.6k | 44.97 |
| 2022-09-30 | $49k | 1.2k | 41.70 |
| 2022-06-30 | $63k | 1.4k | 45.13 |
| 2022-03-31 | $6.0k | 111 | 54.05 |
| 2020-12-31 | $3.0k | 75 | 40.00 |