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SPDR DJ Wilshire Large Cap Growth shares owned by Halpern Financial

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in SPDR DJ Wilshire Large Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Growth held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $69k 945 73.03
2023-12-31 $376k 5.9k 63.48
2023-09-30 $351k 5.9k 59.28
2023-06-30 $399k 6.5k 61.01
2023-03-31 $362k 6.5k 55.36
2022-12-31 $332k 6.5k 50.67
2022-09-30 $328k 6.5k 50.10
2022-06-30 $414k 7.9k 52.28
2022-03-31 $456k 6.9k 66.21