SPDR DJ Wilshire Large Cap shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 89k | 67.51 |
| 2024-06-30 | $5.7M | 89k | 64.00 |
| 2024-03-31 | $5.5M | 89k | 61.53 |
| 2023-12-31 | $4.5M | 80k | 55.90 |
| 2023-09-30 | $4.0M | 79k | 50.26 |
| 2023-06-30 | $4.1M | 79k | 52.11 |
| 2023-03-31 | $3.9M | 81k | 48.15 |
| 2022-12-31 | $19M | 421k | 44.98 |
| 2022-09-30 | $16M | 386k | 41.99 |
| 2022-06-30 | $3.5M | 79k | 44.34 |
| 2022-03-31 | $4.2M | 79k | 53.14 |
| 2021-12-31 | $4.2M | 75k | 55.87 |
| 2021-09-30 | $3.8M | 75k | 50.51 |
| 2021-06-30 | $3.8M | 75k | 50.33 |
| 2021-03-31 | $3.6M | 78k | 46.61 |
| 2020-12-31 | $13M | 291k | 43.93 |
| 2020-09-30 | $26M | 710k | 36.25 |
| 2020-06-30 | $26M | 710k | 36.25 |
| 2020-03-31 | $21M | 707k | 30.26 |
| 2019-12-31 | $37M | 988k | 37.82 |
| 2019-09-30 | $43M | 1.2M | 34.86 |
| 2019-06-30 | $68M | 2.0M | 34.54 |
| 2019-03-31 | $64M | 1.9M | 33.23 |
| 2018-12-31 | $56M | 1.9M | 29.21 |
| 2018-09-30 | $56M | 1.8M | 31.88 |
| 2018-06-30 | $56M | 1.8M | 31.97 |
| 2018-03-31 | $53M | 1.7M | 30.94 |
| 2017-12-31 | $52M | 1.7M | 31.33 |
| 2017-09-30 | $52M | 438k | 119.38 |
| 2017-06-30 | $51M | 444k | 113.85 |
| 2017-03-31 | $45M | 406k | 110.63 |
| 2016-12-31 | $39M | 372k | 105.50 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners