Optimist Retirement Group »

SPDR DJ Wilshire Large Cap shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $660k 9.8k 67.47
2024-06-30 $625k 9.8k 63.99
2024-03-31 $600k 9.8k 61.53
2023-12-31 $652k 12k 55.90

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
H&R Block (HRB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)

View all positions for Optimist Retirement Group

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Advisor Group Holdings
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap