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SPDR DJ Wilshire Large Cap shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services 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 Wealth Services 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 Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 15k 78.34
2025-06-30 $1.1M 15k 72.69

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View all positions for Keystone Wealth Services

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Morgan Stanley
Kedalion Capital Management
Invesco
Nissay Asset Management Corp
CWM
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap