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SPDR DJ Wilshire Large Cap Growth shares owned by WMS Partners

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

Historical chart of WMS 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 WMS 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 16k 65.06
2023-09-30 $938k 16k 59.28
2023-06-30 $968k 16k 61.01
2023-03-31 $915k 17k 55.36

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View all positions for WMS 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
Quotient Wealth Partners
Orgel Wealth Management
Private Advisor
Advisory Alpha
RFG Advisory
CWM

View all funds holding SPDR DJ Wilshire Large Cap Growth