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SPDR DJ Wilshire Large Cap shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $274k 4.3k 64.00
2024-03-31 $11k 172 61.53
2023-12-31 $3.0k 53 55.89
2023-09-30 $2.7k 53 50.26

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Ishares S&p 100 Mutual Fund/sto (OEF)
Jpmorgan Equity Mutual Fund/sto (JEPI)
Alphabet Common Stock (GOOG)
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)
Spdr Gold Shares Mutual Fund/sto (GLD)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)

View all positions for Oakworth Capital

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Resources Investment Advisors
Advisor Group Holdings
Stadion Money Management
CWM
Clark Capital Management Group
Allianz Asset Management
Mizuho Corporate Bank

View all funds holding SPDR DJ Wilshire Large Cap