Private Advisory »

SPDR DJ Wilshire Large Cap shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 16k 78.34
2025-06-30 $389k 5.4k 72.69

More positions owned by Private Advisory

Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation Call Option (NVDA)
Apple Call Option (AAPL)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Netflix (NFLX)
Tesla Motors (TSLA)
Ishares Msci Equal Weite (EUSA)
Costco Wholesale Corporation (COST)
Ishares Msci Sth Kor Etf (EWY)

View all positions for Private Advisory

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Morgan Stanley
Kedalion Capital Management
Invesco
Nissay Asset Management Corp
CWM
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap