James J. Burns & Company »

SPDR DJ Wilshire Large Cap shares owned by James J. Burns & Company

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company 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 James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 3.6k 80.22

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Mid Cap Etf (VO)
T Rowe Price Etf Us Equity Resear (TSPA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for James J. Burns & Company

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
Clark Capital Management Group
Advance Capital Management

View all funds holding SPDR DJ Wilshire Large Cap