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SPDR DJ Wilshire Large Cap shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors 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 New England Capital Financial Advisors 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 150 78.38
2025-06-30 $11k 150 72.51
2025-03-31 $9.8k 149 65.84
2024-12-31 $10k 149 68.79
2024-09-30 $10k 148 67.59
2023-03-31 $81k 1.7k 48.14
2022-12-31 $78k 1.7k 46.56