SPDR DJ Wilshire Large Cap shares owned by Jacobson & Schmitt Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Jacobson & Schmitt Advisors
from 13F filings
Historical chart of Jacobson & Schmitt Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Jacobson & Schmitt Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $961k | 14k | 67.51 |
| 2024-06-30 | $905k | 14k | 64.00 |
| 2024-03-31 | $882k | 14k | 61.53 |
| 2023-12-31 | $801k | 14k | 55.90 |
| 2023-09-30 | $683k | 14k | 50.26 |
| 2023-06-30 | $739k | 14k | 52.11 |
| 2023-03-31 | $781k | 16k | 48.15 |
| 2022-12-31 | $671k | 16k | 41.98 |
| 2022-09-30 | $671k | 16k | 41.98 |
| 2022-06-30 | $707k | 16k | 44.34 |
| 2022-03-31 | $827k | 16k | 53.15 |
| 2021-12-31 | $843k | 15k | 55.85 |
| 2021-09-30 | $566k | 11k | 50.50 |
| 2021-06-30 | $577k | 12k | 50.33 |
| 2021-03-31 | $595k | 13k | 46.59 |
| 2020-12-31 | $311k | 7.1k | 43.98 |
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