SPDR DJ Wilshire Large Cap shares owned by Simplicity Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $9.0M | 133k | 67.51 |
2024-06-30 | $10M | 159k | 64.00 |
2024-03-31 | $9.0M | 146k | 61.53 |
2023-12-31 | $2.1M | 38k | 55.90 |
2023-09-30 | $746k | 15k | 50.26 |
2023-06-30 | $556k | 11k | 52.11 |
2023-03-31 | $452k | 9.4k | 48.15 |
2022-12-31 | $513k | 11k | 44.98 |
2022-09-30 | $1.1M | 27k | 41.97 |
2022-06-30 | $1.2M | 26k | 44.33 |
2022-03-31 | $2.3M | 44k | 53.12 |
2021-12-31 | $3.9M | 69k | 55.83 |