SPDR DJ Wilshire Large Cap shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Strategies 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 Summit Financial Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $593k | 8.8k | 67.51 |
2024-06-30 | $553k | 8.6k | 64.00 |
2024-03-31 | $327k | 5.3k | 61.53 |
2023-09-30 | $285k | 5.7k | 50.26 |
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