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SPDR DJ Wilshire Large Cap shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning 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 Perspectives Financial 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 by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $33k 675 48.15
2022-12-31 $66k 1.5k 44.98
2022-09-30 $62k 1.5k 42.03
2022-06-30 $65k 1.5k 44.07
2022-03-31 $82k 1.5k 53.32
2021-12-31 $98k 1.8k 55.90
2021-09-30 $88k 1.8k 50.20
2021-06-30 $88k 1.8k 50.23
2021-03-31 $98k 2.1k 46.62
2020-12-31 $92k 2.1k 43.77

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

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