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Peak Retirement Planning »

SPDR DJ Wilshire Large Cap Growth shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement 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 Peak Retirement 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 Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$200k	2.0k	97.90

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SPDR Gold MiniShares Exchange Traded Fund (TIPX)

State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)

State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)

State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)

State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)

State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)

Invesco QQQ Exchange Traded Fund (QQQ)

Vanguard Small-Cap Value Exchange Traded Fund (VBR)

Vanguard Small-Cap Growth Exchange Traded Fund (VBK)

Vanguard Value Exchange Traded Fund (VTV)

Vanguard Mid-Cap Value Exchange Traded Fund (VOE)

Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding SPDR DJ Wilshire Large Cap Growth

Financial Engines Advisors L.L.C

Goldman Sachs Group

Hanson McClain Advisors

Ameriprise Financial

Envestnet Asset Management

Horizon Investments

ValMark Advisers

Equitable Holdings

Vantagepoint Investment Advisers

Raymond James Financial

Dynasty Wealth Management

Quotient Wealth Partners

View all funds holding SPDR DJ Wilshire Large Cap Growth

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