SPDR DJ Wilshire Large Cap shares owned by National Wealth Management Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 57k | 78.34 |
| 2025-06-30 | $3.6M | 50k | 72.69 |
| 2025-03-31 | $3.1M | 48k | 65.76 |
| 2024-12-31 | $695k | 10k | 68.94 |
| 2024-09-30 | $633k | 9.4k | 67.51 |
| 2024-06-30 | $2.2M | 35k | 64.00 |
| 2024-03-31 | $2.2M | 35k | 61.53 |
| 2023-12-31 | $2.1M | 37k | 55.90 |
| 2023-09-30 | $1.8M | 35k | 50.26 |
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