SPDR DJ Wilshire Large Cap shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management 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 Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Large Cap by Perigon Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.3M | 49k | 67.51 |
2024-06-30 | $2.9M | 46k | 64.00 |
2024-03-31 | $2.7M | 44k | 61.53 |
2023-12-31 | $2.1M | 38k | 55.90 |
2023-09-30 | $1.8M | 36k | 50.26 |
2023-06-30 | $1.7M | 32k | 52.11 |
2023-03-31 | $1.4M | 30k | 48.15 |
2022-12-31 | $1.0M | 23k | 44.98 |
2022-09-30 | $684k | 16k | 41.98 |
2022-06-30 | $509k | 12k | 44.38 |
2022-03-31 | $611k | 12k | 53.13 |
2021-12-31 | $318k | 5.7k | 55.78 |
2021-09-30 | $323k | 6.4k | 50.46 |
2021-06-30 | $327k | 6.5k | 50.35 |
2021-03-31 | $324k | 7.0k | 46.61 |
2020-12-31 | $322k | 7.3k | 44.01 |
2020-09-30 | $299k | 7.6k | 39.38 |
2020-06-30 | $288k | 8.0k | 36.21 |
2020-03-31 | $452k | 14k | 32.68 |
2019-12-31 | $552k | 15k | 38.01 |
2019-09-30 | $504k | 14k | 35.06 |
2011-09-30 | $684k | 16k | 41.98 |
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