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SPDR DJ Wilshire Large Cap Growth shares owned by Money Matters Financial

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Money Matters Financial from 13F filings

Historical chart of Money Matters Financial 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 Money Matters Financial 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 Money Matters Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $700k 11k 65.06
2023-09-30 $432k 7.1k 60.74
2023-06-30 $5.2M 85k 60.90
2023-03-31 $3.8M 68k 55.50

More positions owned by Money Matters Financial

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
SPDR S&P 600 Sm-cap ETF Etf (SPSM)
Technology Select Sector Spdr Fund Etf (XLK)
Financial Select Sector Spdr Fund Etf (XLF)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)
Vanguard Real Estate Etf Etf (VNQ)
Industrial Select Sector Spdr Fund Etf (XLI)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Communication Services Select Sector Spdr Fund Etf (XLC)
Ishares Russell 3000 Etf Etf (IWV)
Health Care Select Sector Spdr Fund Etf (XLV)
Energy Select Sector Spdr Fund Etf (XLE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Money Matters Financial

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