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SPDR DJ Wilshire Large Cap shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $706k 13k 55.90
2023-09-30 $1.2M 24k 50.26
2023-06-30 $1.0M 20k 52.11
2023-03-31 $938k 20k 48.15
2022-12-31 $876k 20k 44.98

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap