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SPDR DJ Wilshire Large Cap shares owned by Clear Point Advisors

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

Historical chart of Clear Point 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 17k 64.00
2024-03-31 $1.0M 17k 61.53
2023-12-31 $942k 17k 55.90

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Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
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Innovator Us Equity Power Buffer Etf Uie (PJUN)
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First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Resources Investment Advisors
Advisor Group Holdings
Stadion Money Management
CWM
Clark Capital Management Group
Allianz Asset Management
Mizuho Corporate Bank

View all funds holding SPDR DJ Wilshire Large Cap