SPDR DJ Wilshire Large Cap shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 23k | 68.94 |
| 2024-09-30 | $1.5M | 23k | 67.51 |
| 2024-06-30 | $1.5M | 24k | 64.00 |
| 2024-03-31 | $1.5M | 25k | 61.53 |
| 2023-12-31 | $1.4M | 26k | 55.90 |
| 2023-09-30 | $1.2M | 25k | 50.26 |
| 2023-06-30 | $1.2M | 24k | 52.11 |
| 2023-03-31 | $1.1M | 22k | 48.15 |
| 2022-12-31 | $1.0M | 23k | 44.98 |
| 2022-09-30 | $766k | 18k | 41.99 |
| 2022-06-30 | $739k | 17k | 44.37 |
| 2022-03-31 | $715k | 15k | 48.95 |
| 2021-03-31 | $642k | 13k | 48.48 |