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SPDR DJ Wilshire Large Cap shares owned by Summit Financial Consulting

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

Historical chart of Summit Financial Consulting 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 Summit Financial Consulting 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 Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 14k 78.34
2025-06-30 $866k 12k 72.69
2025-03-31 $1.1M 16k 65.76

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Summit Financial Consulting

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Morgan Stanley
Kedalion Capital Management
Invesco
Nissay Asset Management Corp
CWM
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap