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SPDR DJ Wilshire Large Cap shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors 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 Key Client Fiduciary Advisors 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 Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $519k 8.4k 61.53
2023-12-31 $395k 7.1k 55.90
2023-09-30 $294k 5.9k 50.26
2023-06-30 $227k 4.4k 52.12

More positions owned by Key Client Fiduciary Advisors

Microsoft Corporation (MSFT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
First Tr Exchange-traded Indxx Aerospace (MISL)
First Tr Morningstar Divid L SHS (FDL)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Amazon (AMZN)
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Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Prudential Financial (PRU)
Annaly Capital Management In Com New (NLY)
Abbvie (ABBV)

View all positions for Key Client Fiduciary Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap