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SPDR DJ Wilshire Large Cap shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning 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 Laurel Wealth Planning 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 Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 14k 78.34
2025-06-30 $1.3M 18k 72.69
2025-03-31 $1.8M 27k 65.76

More positions owned by Laurel Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Bloomberg Short (BWZ)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Us Infrastruc (IFRA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Wisdomtree Tr India Erngs Fd (EPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Esg Awr Msci Em (ESGE)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Laurel Wealth Planning

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