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SPDR DJ Wilshire Large Cap shares owned by Guardian Asset Advisors

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

Historical chart of Guardian Asset Advisors 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 Guardian Asset Advisors 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 103k 67.51
2024-06-30 $5.3M 83k 64.00
2024-03-31 $3.8M 63k 61.53

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Eli Lilly & Co. (LLY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Guardian Asset Advisors

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