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SPDR DJ Wilshire Large Cap shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.6M 153k 55.90
2023-09-30 $8.5M 169k 50.26
2023-06-30 $8.3M 160k 52.11
2023-03-31 $8.4M 175k 48.15

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View all positions for WCG Wealth Advisors

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