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SPDR DJ Wilshire Large Cap Growth shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $557k 8.6k 65.06
2023-09-30 $572k 9.6k 59.28
2023-06-30 $607k 9.9k 61.01
2023-03-31 $550k 9.9k 55.36
2022-12-31 $504k 9.9k 50.67
2022-09-30 $501k 10k 50.13
2022-06-30 $510k 9.6k 52.97
2022-03-31 $638k 9.6k 66.26
2021-12-31 $698k 9.6k 72.49
2021-09-30 $616k 9.6k 63.97
2021-06-30 $665k 11k 63.02
2020-06-30 $401k 8.2k 49.15