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SPDR DJ Wilshire Large Cap shares owned by Kelsey Financial

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

Historical chart of Kelsey Financial 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 Kelsey Financial 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 Kelsey Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $850k 11k 80.22

More positions owned by Kelsey Financial

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Broadcom (AVGO)
Amgen (AMGN)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Series Trust State Street Spd (JNK)
Tesla Motors (TSLA)

View all positions for Kelsey Financial

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