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SPDR DJ Wilshire Large Cap Growth shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial 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 Retirement Financial 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 Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.4M 145k 65.06
2023-09-30 $8.1M 136k 59.28
2023-06-30 $7.3M 120k 61.01
2023-03-31 $6.0M 108k 55.36
2022-12-31 $4.7M 93k 50.67

More positions owned by Retirement Financial Solutions

Spdr Ser Tr Portfolio Sp500 (SPLG)
Spdr Ser Tr Portfolio Sp600 (SPSM)
Spdr Ser Tr Prtflo Sp500 Vl (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 7 10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo Sp500 Gw (SPYG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0 5yr Hi Yl Cp (SHYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Sp500 Hdl Vol (SPHD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Wisdomtree Tr Europe Hedged Eq (HEDJ)

View all positions for Retirement Financial Solutions

Top funds holding SPDR DJ Wilshire Large Cap Growth

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
HB Wealth Management
Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Bank of New York Mellon
Advisor Group Holdings
Advisory Alpha
Quotient Wealth Partners
Orgel Wealth Management
Private Advisor
RFG Advisory
CWM

View all funds holding SPDR DJ Wilshire Large Cap Growth