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SPDR DJ Wilshire Large Cap shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $222k 4.0k 55.90
2023-09-30 $5.7M 113k 50.26
2023-06-30 $18k 343 52.11
2022-12-31 $5.5M 114k 48.53
2022-09-30 $4.8M 104k 46.24
2022-03-31 $4.7M 97k 48.45