Perennial Investment Advisors »

SPDR DJ Wilshire Large Cap shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment 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 Perennial Investment Advisors 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 22k 64.00
2024-03-31 $1.4M 23k 61.53
2023-09-30 $1.1M 22k 50.26
2023-06-30 $1.1M 22k 52.11
2023-03-31 $826k 17k 48.15
2022-12-31 $383k 8.5k 44.98

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment Advisors

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap