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SPDR DJ Wilshire Large Cap shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management 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 Lord & Richards Wealth Management 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 Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 128k 78.34
2025-06-30 $8.4M 115k 72.69
2025-03-31 $6.5M 99k 65.76
2024-12-31 $3.5M 50k 68.94