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

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

Historical chart of Private 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 Private 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 Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 46k 73.15
2023-12-31 $3.0M 46k 65.06
2020-12-31 $259k 4.7k 55.25
2020-09-30 $204k 4.1k 50.12

More positions owned by Private Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Intermed Term (BIV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Private 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