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SPDR DJ Wilshire Large Cap shares owned by Synergy Investment Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management 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 Synergy Investment Management 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 51k 78.34
2025-06-30 $3.8M 52k 72.69
2025-03-31 $3.0M 46k 65.76
2024-12-31 $3.0M 43k 68.94