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SPDR DJ Wilshire Large Cap shares owned by Source Financial Advisors

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

Historical chart of Source Financial Advisors 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 Source Financial Advisors 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $609k 9.0k 67.51
2024-06-30 $616k 9.6k 64.00
2024-03-31 $613k 10k 61.53
2023-12-31 $925k 17k 55.90

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
MarketAxess Holdings (MKTX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Confluent Class A Com (CFLT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Source Financial Advisors

Top funds holding SPDR DJ Wilshire Large Cap

LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Advisor Group Holdings
Sumitomo Life Insurance
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Allianz Asset Management
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap