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SPDR DJ Wilshire Large Cap shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth 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 Modera Wealth 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 89k 61.53
2023-12-31 $5.9M 105k 55.90
2023-09-30 $5.4M 107k 50.26
2023-06-30 $5.6M 108k 52.11

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View all positions for Modera Wealth Management

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