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SPDR DJ Wilshire Large Cap shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$11M	136k	80.22
2025-09-30	$11M	138k	78.34
2025-06-30	$10M	141k	72.69
2025-03-31	$9.1M	138k	65.76
2024-12-31	$9.3M	135k	68.94

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Spdr Series Trust State Street Spd (SPLG)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Vanguard Index Fds Total Stk Mkt (VTI)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding SPDR DJ Wilshire Large Cap

Betterment

USS Investment Management

Jones Financial Companies, L.L

LPL Financial

Creative Planning

Envestnet Asset Management

Invesco

CWM

Nissay Asset Management Corp

National Mutual Insurance Federation of Agricultural Cooperatives

Advisor Group Holdings

Goldman Sachs Group

Jpmorgan Chase & Co

Clark Capital Management Group

Advance Capital Management

View all funds holding SPDR DJ Wilshire Large Cap

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