TSA Wealth Managment »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Msci Emrg Chn (EMXC)

View all positions for TSA Wealth Managment

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Resources Investment Advisors
Stadion Money Management
Morgan Stanley
CWM
Clark Capital Management Group
Advocacy Wealth Management Services
Mizuho Corporate Bank

View all funds holding SPDR DJ Wilshire Large Cap