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SPDR DJ Wilshire Large Cap Growth shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment 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 Growth by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 187k 73.15
2023-12-31 $13M 192k 65.06

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View all positions for Concurrent Investment Advisors

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Ameriprise Financial
Horizon Investments
Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
UBS Group
Dynasty Wealth Management
Bank of New York Mellon
Bank of America Corporation
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Growth