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SPDR DJ Wilshire Large Cap shares owned by Arcadia Wealth Management

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

Historical chart of Arcadia 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 Arcadia 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 Arcadia Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.6M 139k 61.61
2023-12-31 $8.0M 143k 55.90
2023-09-30 $7.1M 141k 50.26
2023-06-30 $11M 213k 52.11
2023-03-31 $3.4M 71k 48.15
2022-12-31 $3.5M 78k 44.98

More positions owned by Arcadia Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)

View all positions for Arcadia 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