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SPDR DJ Wilshire Large Cap Growth shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management 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 Able Wealth Management 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 Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 3.2k 82.94
2024-06-30 $323k 4.0k 80.15
2024-03-31 $276k 3.8k 73.17
2023-12-31 $253k 3.9k 65.05

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Hanson McClain Advisors
Envestnet Asset Management
Morgan Stanley
Horizon Investments
Equitable Holdings
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
Dynasty Wealth Management
Quotient Wealth Partners
Goldman Sachs Group
Bank of America Corporation
Advisory Alpha
Bank of New York Mellon

View all funds holding SPDR DJ Wilshire Large Cap Growth