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SPDR DJ Wilshire Large Cap shares owned by Leverty Financial Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Leverty Financial Group from 13F filings

Historical chart of Leverty Financial Group 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 Leverty Financial Group 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 Leverty Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $903k 13k 67.51
2024-06-30 $674k 11k 64.00
2024-03-31 $594k 9.6k 61.53
2023-12-31 $498k 8.9k 55.90

More positions owned by Leverty Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
3M Company (MMM)
Ecolab (ECL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Leverty Financial Group

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Advisor Group Holdings
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap