SPDR DJ Wilshire Large Cap shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.3M | 35k | 64.00 |
| 2024-03-31 | $2.3M | 37k | 61.53 |
| 2023-12-31 | $2.1M | 38k | 55.90 |
| 2022-12-31 | $3.9M | 87k | 44.98 |
| 2022-09-30 | $1.8M | 44k | 41.98 |
| 2022-06-30 | $2.3M | 51k | 44.34 |
| 2022-03-31 | $2.9M | 54k | 53.13 |
| 2021-09-30 | $3.3M | 66k | 50.46 |
| 2021-06-30 | $4.0M | 80k | 50.33 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management