Wells Financial Advisors »

SPDR DJ Wilshire Large Cap shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 23k 67.51
2024-06-30 $8.3M 130k 64.00
2024-03-31 $5.2M 84k 61.53