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SPDR DJ Wilshire Large Cap shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 23k 68.94
2024-09-30 $3.0M 45k 67.51
2024-06-30 $1.3M 20k 64.00
2023-09-30 $1.0M 21k 50.26
2023-03-31 $1.2M 24k 48.15

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
EOG Resources (EOG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Gap (GAP)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Legacy Capital Wealth Partners

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Jones Financial Companies, L.L
Invesco
Envestnet Asset Management
Advance Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Allianz Asset Management
Sumitomo Life Insurance
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
CWM
Resources Investment Advisors

View all funds holding SPDR DJ Wilshire Large Cap