SPDR DJ Wilshire Large Cap shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $629k | 10k | 61.53 |
| 2023-12-31 | $758k | 14k | 55.90 |
| 2023-09-30 | $415k | 8.3k | 50.26 |
| 2023-06-30 | $566k | 11k | 52.11 |
| 2023-03-31 | $454k | 9.4k | 48.15 |
| 2022-12-31 | $372k | 8.3k | 44.98 |
| 2022-09-30 | $260k | 6.2k | 42.02 |
| 2022-06-30 | $280k | 6.3k | 44.36 |
| 2022-03-31 | $314k | 5.9k | 53.08 |
| 2021-12-31 | $536k | 9.6k | 55.79 |
| 2021-09-30 | $261k | 5.2k | 50.54 |