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Holistic Financial Partners »

SPDR DJ Wilshire Large Cap shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners 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 Holistic Financial Partners 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 Holistic Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.8M	23k	78.34
2025-06-30	$1.7M	23k	72.69

More positions owned by Holistic Financial Partners

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First Tr Exchange-traded Cap Strength Etf (FTCS)

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First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

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NVIDIA Corporation (NVDA)

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JPMorgan Chase & Co. (JPM)

First Tr Exch Trd Alphdx Japan Alphadex (FJP)

First Tr Exchange-traded SHS (QTEC)

Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

Top funds holding SPDR DJ Wilshire Large Cap

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View all funds holding SPDR DJ Wilshire Large Cap

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