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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

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $285k 5.7k 50.26

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap