SPDR DJ Wilshire Large Cap shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 55k | 61.53 |
| 2023-12-31 | $3.8M | 68k | 55.90 |
| 2023-09-30 | $2.9M | 57k | 50.26 |
| 2023-06-30 | $2.6M | 51k | 52.11 |
| 2023-03-31 | $2.4M | 51k | 48.15 |
| 2022-12-31 | $2.4M | 54k | 44.98 |
| 2022-09-30 | $2.5M | 60k | 41.99 |
| 2022-06-30 | $1.8M | 41k | 44.35 |
| 2022-03-31 | $2.3M | 44k | 53.14 |
| 2021-12-31 | $1.5M | 26k | 55.82 |
| 2021-09-30 | $1.4M | 27k | 53.65 |
| 2021-03-31 | $966k | 21k | 46.66 |
| 2020-12-31 | $819k | 19k | 43.97 |
| 2020-09-30 | $641k | 16k | 39.34 |
| 2020-06-30 | $663k | 18k | 36.26 |
| 2020-03-31 | $271k | 9.0k | 30.24 |
| 2019-12-31 | $225k | 6.0k | 37.80 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective