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SPDR DJ Wilshire Large Cap shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth 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 Heartwood Wealth 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $273k 4.9k 55.90
2023-09-30 $245k 4.9k 50.26
2023-06-30 $254k 4.9k 52.11
2023-03-31 $235k 4.9k 48.15
2022-12-31 $934k 21k 44.98