SPDR DJ Wilshire Large Cap shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 64k | 78.34 |
| 2025-06-30 | $4.7M | 64k | 72.69 |
| 2025-03-31 | $4.3M | 65k | 65.76 |
| 2024-12-31 | $5.5M | 80k | 68.94 |
| 2024-09-30 | $5.7M | 84k | 67.51 |
| 2024-06-30 | $2.8M | 43k | 64.00 |
| 2024-03-31 | $3.3M | 53k | 61.53 |
| 2023-12-31 | $3.7M | 67k | 55.90 |
| 2023-09-30 | $2.4M | 47k | 50.26 |
| 2023-06-30 | $811k | 16k | 52.11 |
| 2023-03-31 | $750k | 16k | 48.15 |