SPDR DJ Wilshire Large Cap shares owned by UMA Financial Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $49M | 718k | 68.19 |
| 2024-06-30 | $51M | 761k | 66.44 |
| 2024-03-31 | $51M | 856k | 59.22 |
| 2023-12-31 | $59M | 1.0M | 56.87 |
| 2023-09-30 | $46M | 900k | 50.82 |
| 2023-06-30 | $39M | 750k | 52.21 |
| 2023-03-31 | $36M | 738k | 48.71 |
| 2022-12-31 | $33M | 691k | 47.07 |
| 2022-09-30 | $29M | 648k | 44.32 |
| 2022-06-30 | $31M | 631k | 48.31 |
| 2022-03-31 | $31M | 605k | 50.46 |
| 2021-12-31 | $23M | 419k | 54.82 |
| 2021-09-30 | $19M | 366k | 52.44 |
| 2021-06-30 | $17M | 329k | 51.21 |
| 2021-03-31 | $14M | 291k | 47.77 |
| 2020-12-31 | $12M | 269k | 45.95 |