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SPDR DJ Wilshire Large Cap Growth shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.3M 113k 65.06

More positions owned by Balanced Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Pfd And Incm Sec (PFF)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Balanced Wealth Group

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