Wellington Wealth Strategies »

SPDR DJ Wilshire Large Cap shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $339k 6.1k 55.90
2020-12-31 $339k 6.1k 55.90

More positions owned by Wellington Wealth Strategies

Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)
Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
Spdr Series Trust dj ttl mkt etf (SPTM)
J P Morgan Exchange Traded F ultra shrt (JPST)
Intercontinental Exchange (ICE)
Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

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
Morgan Stanley
CWM
Clark Capital Management Group
Advocacy Wealth Management Services
Mizuho Corporate Bank
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap