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SPDR DJ Wilshire Large Cap Growth shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $617k 9.5k 65.06
2023-09-30 $560k 9.4k 59.28
2023-06-30 $578k 9.5k 61.01
2023-03-31 $539k 9.7k 55.36
2022-12-31 $760k 15k 50.67

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Apple (AAPL)
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Dimensional Etf Trust Global Real Est (DFGR)
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View all positions for Mosaic Family Wealth Partners

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