Halpern Financial »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $72k 878 81.84
2024-06-30 $65k 815 80.16
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