SPDR DJ Wilshire Large Cap shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $238k | 3.9k | 61.54 |
| 2023-12-31 | $216k | 3.9k | 55.90 |
| 2023-09-30 | $278k | 5.5k | 50.26 |
| 2023-06-30 | $288k | 5.5k | 52.11 |
| 2023-03-31 | $266k | 5.5k | 48.15 |
| 2022-12-31 | $248k | 5.5k | 44.98 |
| 2022-09-30 | $231k | 5.5k | 41.96 |
| 2022-06-30 | $244k | 5.5k | 44.40 |
| 2022-03-31 | $292k | 5.5k | 53.22 |
| 2021-12-31 | $306k | 5.5k | 55.83 |
| 2021-09-30 | $277k | 5.5k | 50.54 |
| 2021-06-30 | $276k | 5.5k | 50.36 |
| 2021-03-31 | $255k | 5.5k | 46.58 |
| 2020-12-31 | $240k | 5.5k | 43.89 |
| 2020-09-30 | $204k | 5.2k | 39.38 |
| 2020-06-30 | $201k | 5.6k | 36.20 |
| 2020-03-31 | $164k | 5.4k | 30.27 |
| 2019-12-31 | $147k | 3.9k | 37.87 |
| 2019-09-30 | $135k | 3.9k | 34.86 |
| 2019-06-30 | $140k | 4.0k | 34.58 |
| 2019-03-31 | $134k | 4.0k | 33.18 |
| 2018-12-31 | $118k | 4.0k | 29.27 |
| 2018-09-30 | $134k | 3.9k | 34.06 |
| 2018-06-30 | $19k | 600 | 31.67 |