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SPDR DJ Wilshire Large Cap Growth shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$6.4M	99k	65.06
2023-09-30	$5.6M	95k	59.28
2023-06-30	$5.2M	85k	61.01
2023-03-31	$4.3M	78k	55.36
2022-12-31	$3.9M	77k	50.66
2022-09-30	$3.6M	73k	50.09
2022-06-30	$5.7M	110k	52.28

More positions owned by Obsidian Personal Planning Solutions

Spdr Ser Tr Portfolio Short (SPSB)

Vanguard Index Fds Value Etf (VTV)

Ishares Tr Core S&p Scp Etf (IJR)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)

Ishares Tr Eafe Grwth Etf (EFG)

Ishares Tr Fltg Rate Nt Etf (FLOT)

Schwab Strategic Tr Us Dividend Eq (SCHD)

First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

Apple (AAPL)

Spdr Ser Tr Aerospace Def (XAR)

Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)

View all positions for Obsidian Personal Planning Solutions

Top funds holding SPDR DJ Wilshire Large Cap Growth

Hanson McClain Advisors

Bank of America Corporation

UBS Group

Bank of New York Mellon

Advisor Group Holdings

Quotient Wealth Partners

Orgel Wealth Management

View all funds holding SPDR DJ Wilshire Large Cap Growth

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