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SPDR DJ Wilshire Large Cap shares owned by Schrum Private Wealth Management

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

Historical chart of Schrum Private 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 Schrum Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 32k 61.53
2023-12-31 $1.3M 24k 55.90
2023-09-30 $1.2M 24k 50.26
2023-06-30 $986k 19k 52.11
2023-03-31 $777k 16k 48.15

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Accenture Plc Ireland Shs Class A (ACN)
Visa Com Cl A (V)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Indls Prod Dur (FXR)
Abbvie (ABBV)
American Water Works (AWK)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Hlth Care Alph (FXH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

View all positions for Schrum Private Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap