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SPDR DJ Wilshire Large Cap shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial 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 Trademark Financial 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 52k 78.34
2025-06-30 $3.5M 48k 72.69
2025-03-31 $2.4M 36k 65.76
2024-12-31 $1.6M 24k 68.94