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SPDR DJ Wilshire Large Cap shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective Advisors investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $57M 1.0M 55.83
2021-09-30 $42M 838k 50.46
2021-06-30 $43M 844k 50.33
2021-03-31 $36M 777k 46.61
2020-12-31 $35M 792k 43.96
2020-09-30 $2.2M 930k 2.32
2020-06-30 $27M 737k 36.25
2020-03-31 $19M 640k 30.25
2019-12-31 $15M 387k 37.82
2019-09-30 $23M 651k 34.85
2019-06-30 $11M 313k 34.54
2019-03-31 $6.0M 182k 33.23
2018-12-31 $1.2M 40k 29.22
2018-09-30 $441k 13k 34.07
2018-06-30 $12k 361 33.24
2018-03-31 $5.0k 164 30.49

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
LPL Financial
Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Envestnet Asset Management
Advisor Group Holdings
Bank of America Corporation
Resources Investment Advisors
Morgan Stanley
CWM
Clark Capital Management Group
Advocacy Wealth Management Services
Mizuho Corporate Bank
Financial Engines Advisors L.L.C

View all funds holding SPDR DJ Wilshire Large Cap