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SPDR DJ Wilshire Large Cap Growth shares owned by Claris Financial

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

Historical chart of Claris 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 Claris 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 12k 106.70
2025-06-30 $1.1M 12k 95.32
2025-03-31 $1.0M 12k 87.90
2024-12-31 $1.0M 12k 87.90

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Apple Common Stock (AAPL)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Uit Exchange Traded (VTV)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Frst Trt Low Dtn Opnts Etf Iv Uit Exchange Traded (LMBS)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Jpmorgan Chase & Co Common Stock (JPM)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class C Common Stock (GOOG)

View all positions for Claris Financial

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Goldman Sachs Group
Envestnet Asset Management
Ameriprise Financial
Jpmorgan Chase & Co
Horizon Investments
Equitable Holdings
HB Wealth Management
ValMark Advisers
Vantagepoint Investment Advisers
Raymond James Financial
Dynasty Wealth Management
Orgel Wealth Management

View all funds holding SPDR DJ Wilshire Large Cap Growth