SPDR DJ Wilshire Large Cap shares owned by KWB Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth 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 KWB Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 999k | 72.69 |
| 2025-06-30 | $84M | 1.3M | 65.76 |
| 2025-03-31 | $94M | 1.4M | 68.94 |
| 2024-12-31 | $90M | 1.3M | 67.51 |
| 2024-09-30 | $87M | 1.4M | 64.00 |
| 2024-06-30 | $83M | 1.3M | 61.53 |
| 2024-03-31 | $85M | 1.4M | 61.53 |
| 2023-12-31 | $90M | 1.6M | 55.90 |
| 2023-09-30 | $66M | 1.3M | 52.11 |
| 2023-06-30 | $67M | 1.3M | 52.11 |
| 2023-03-31 | $80M | 1.8M | 44.98 |
| 2022-12-31 | $79M | 1.8M | 44.98 |
| 2022-09-30 | $74M | 1.8M | 41.99 |
| 2022-06-30 | $75M | 1.7M | 44.34 |
| 2022-03-31 | $86M | 1.5M | 55.83 |
| 2021-12-31 | $86M | 1.5M | 55.83 |
| 2021-09-30 | $77M | 1.5M | 50.46 |
| 2021-06-30 | $69M | 1.5M | 46.61 |
| 2021-03-31 | $69M | 1.5M | 46.61 |
| 2020-12-31 | $60M | 1.4M | 43.96 |