SPDR DJ Wilshire Large Cap shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 138k | 78.34 |
| 2025-06-30 | $11M | 144k | 72.69 |
| 2025-03-31 | $9.5M | 145k | 65.76 |
| 2024-12-31 | $8.8M | 128k | 68.94 |
| 2024-09-30 | $8.4M | 125k | 67.51 |
| 2024-06-30 | $7.3M | 115k | 64.00 |
| 2024-03-31 | $6.5M | 105k | 61.53 |
| 2023-12-31 | $5.3M | 95k | 55.90 |
| 2023-09-30 | $4.3M | 86k | 50.26 |
| 2023-06-30 | $4.4M | 84k | 52.11 |
| 2023-03-31 | $4.0M | 84k | 48.15 |
| 2022-12-31 | $3.8M | 84k | 44.98 |
| 2022-09-30 | $3.8M | 91k | 41.99 |
| 2022-06-30 | $2.4M | 54k | 44.34 |
| 2022-03-31 | $1.8M | 33k | 53.13 |
More positions owned by Legacy Wealth Management, LLC / MS
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