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SPDR DJ Wilshire Large Cap shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates 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 Kozak & Associates 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $13k 195 64.86

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p 500 Revenue Etf Etf (RWL)
Invesco Qqq Trust Series I Etf (QQQ)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Vaneck Semiconductor Etf Etf (SMH)
Health Care Select Sector Spdr Fund Etf (XLV)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Resources Investment Advisors
Advisor Group Holdings
Stadion Money Management
CWM
Clark Capital Management Group
Allianz Asset Management
Mizuho Corporate Bank

View all funds holding SPDR DJ Wilshire Large Cap