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SPDR DJ Wilshire Large Cap shares owned by TSA Wealth Managment

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by TSA Wealth Managment from 13F filings

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 440k 67.51
2024-06-30 $32M 501k 64.00
2024-03-31 $28M 451k 61.53
2023-12-31 $30M 544k 55.90

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for TSA Wealth Managment

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Invesco
Advance Capital Management
Envestnet Asset Management
Allianz Asset Management
Jpmorgan Chase & Co
Sumitomo Life Insurance
Bank of America Corporation
Advisor Group Holdings
Resources Investment Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
CWM
Clark Capital Management Group

View all funds holding SPDR DJ Wilshire Large Cap