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SPDR DJ Wilshire Large Cap shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.9M 178k 50.26

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap