Three Bridge Wealth Advisors »

SPDR DJ Wilshire Large Cap Growth shares owned by Three Bridge Wealth Advisors

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

Historical chart of Three Bridge Wealth 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 Three Bridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Three Bridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 18k 73.15
2023-12-31 $1.2M 18k 65.06
2023-09-30 $1.1M 18k 59.28
2023-06-30 $1.1M 18k 61.01
2023-03-31 $1.0M 18k 55.36

More positions owned by Three Bridge Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Coinbase Global Com Cl A (COIN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Gold Tr Ishares New (IAU)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Three Bridge Wealth 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