SPDR DJ Wilshire Large Cap shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 449k | 67.51 |
| 2024-06-30 | $28M | 443k | 64.00 |
| 2024-03-31 | $27M | 437k | 61.53 |
| 2023-12-31 | $19M | 347k | 55.90 |
| 2023-09-30 | $18M | 355k | 50.26 |
| 2023-06-30 | $19M | 372k | 52.11 |
| 2023-03-31 | $18M | 368k | 48.15 |
| 2022-12-31 | $16M | 357k | 44.98 |
| 2022-09-30 | $13M | 297k | 42.06 |
| 2022-06-30 | $13M | 284k | 44.34 |
| 2022-03-31 | $593k | 11k | 56.57 |
| 2021-12-31 | $264k | 4.7k | 55.77 |
| 2021-09-30 | $104k | 2.1k | 50.63 |
More positions owned by Sugarloaf Wealth Management
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