SPDR DJ Wilshire Large Cap Growth shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in SPDR DJ Wilshire Large Cap Growth
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 71k | 65.06 |
| 2023-09-30 | $4.3M | 73k | 59.28 |
| 2023-06-30 | $4.6M | 76k | 61.01 |
| 2023-03-31 | $4.6M | 83k | 55.36 |
| 2022-12-31 | $6.1M | 120k | 50.67 |
| 2022-09-30 | $6.0M | 119k | 50.10 |
| 2022-06-30 | $6.2M | 119k | 52.28 |
| 2022-03-31 | $7.4M | 112k | 66.21 |
| 2021-12-31 | $7.9M | 110k | 72.47 |
| 2021-09-30 | $7.5M | 117k | 64.02 |
| 2021-06-30 | $7.2M | 114k | 62.97 |
| 2021-03-31 | $5.5M | 98k | 56.40 |
| 2020-12-31 | $5.6M | 102k | 55.29 |
| 2020-09-30 | $5.9M | 118k | 50.11 |
| 2020-06-30 | $5.4M | 120k | 44.92 |
| 2020-03-31 | $6.6M | 184k | 35.74 |
| 2019-12-31 | $6.6M | 157k | 41.91 |
| 2019-09-30 | $6.1M | 155k | 39.47 |
| 2019-06-30 | $5.9M | 149k | 39.70 |
| 2019-03-31 | $5.4M | 142k | 38.00 |
| 2018-12-31 | $4.5M | 137k | 32.50 |
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