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SPDR DJ Wilshire Large Cap shares owned by JBR Co Financial Management

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

Historical chart of JBR Co Financial 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 JBR Co Financial Management 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 JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 71k 67.51
2024-06-30 $4.0M 63k 64.00
2024-03-31 $2.3M 37k 61.53

More positions owned by JBR Co Financial Management

NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Reaves Util Income Com Sh Ben Int (UTG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Pacer Fds Tr Amercn Enrgy Ind (USAI)
Oge Energy Corp (OGE)
Caterpillar (CAT)
Blackstone Group Inc Com Cl A (BX)
Select Sector Spdr Tr Energy (XLE)

View all positions for JBR Co Financial Management

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Advisor Group Holdings
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap