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SPDR DJ Wilshire Large Cap Growth shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $61k 1.1k 55.36
2022-12-31 $56k 1.1k 50.67
2022-09-30 $55k 1.1k 50.00
2022-06-30 $58k 1.1k 52.73
2022-03-31 $77k 1.2k 65.92
2021-12-31 $58k 798 72.68
2021-09-30 $43k 668 64.37
2021-06-30 $42k 668 62.87
2021-03-31 $40k 710 56.34
2020-12-31 $39k 710 54.93

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Ameriprise Financial
Horizon Investments
Envestnet Asset Management
Equitable Holdings
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
UBS Group
Quotient Wealth Partners
Goldman Sachs Group
Bank of New York Mellon
Orgel Wealth Management

View all funds holding SPDR DJ Wilshire Large Cap Growth