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SPDR DJ Wilshire Large Cap shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group 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 Keystone Financial Group 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $45M 799k 55.90
2023-09-30 $34M 681k 50.26
2023-06-30 $3.9M 75k 52.11
2022-09-30 $5.1M 121k 41.99

More positions owned by Keystone Financial Group

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPLG)
Apple Common Stock (AAPL)
Vanguard Total MF Closed and MF Open (VTI)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Portfolio MF Closed and MF Open (SPYV)
Vanguard S&p MF Closed and MF Open (VOO)
Jpmorgan Us MF Closed and MF Open (JQUA)
Vanguard Value MF Closed and MF Open (VTV)
Berkshire Hathaway Common Stock (BRK.B)
Berkshire Hathaway Common Stock (BRK.A)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Victoryshares Us MF Closed and MF Open (CFO)

View all positions for Keystone Financial Group

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
Private Advisor
Gradient Investments
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap