Summit Financial Strategies »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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