SPDR DJ Wilshire Large Cap shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 26k | 78.73 |
| 2025-06-30 | $1.9M | 26k | 73.35 |
| 2025-03-31 | $1.6M | 27k | 59.45 |
| 2024-12-31 | $1.9M | 27k | 69.27 |
| 2024-09-30 | $1.8M | 27k | 66.76 |
| 2024-06-30 | $1.8M | 27k | 64.97 |
| 2024-03-31 | $1.9M | 31k | 61.03 |
| 2023-12-31 | $1.8M | 31k | 58.13 |
| 2023-09-30 | $2.1M | 39k | 53.00 |
| 2023-06-30 | $2.4M | 47k | 52.12 |
| 2023-03-31 | $19M | 388k | 48.51 |
| 2022-12-31 | $18M | 396k | 44.98 |