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SPDR DJ Wilshire Large Cap shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning 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 Momentum Wealth Planning 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 Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 25k 78.34

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vaneck Etf Trust Semiconductr Etf (SMH)
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Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Nexstar Media Group Common Stock (NXST)
Goldman Sachs (GS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)

View all positions for Momentum Wealth Planning

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Morgan Stanley
Kedalion Capital Management
Invesco
Nissay Asset Management Corp
CWM
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap