SPDR DJ Wilshire Large Cap Growth shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in SPDR DJ Wilshire Large Cap Growth
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 31k | 65.06 |
| 2023-09-30 | $1.8M | 30k | 59.28 |
| 2023-06-30 | $1.2M | 20k | 61.01 |
| 2023-03-31 | $1.7M | 31k | 55.36 |
| 2022-12-31 | $5.0M | 91k | 54.61 |
| 2022-09-30 | $821k | 16k | 52.60 |
| 2022-03-31 | $656k | 11k | 57.82 |
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