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SPDR DJ Wilshire Large Cap Growth shares owned by Breakwater Capital Group

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

Historical chart of Breakwater Capital 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 Breakwater Capital 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 76k 73.15
2023-12-31 $5.1M 76k 67.34
2023-09-30 $4.4M 76k 58.55
2023-06-30 $4.5M 73k 61.01
2023-03-31 $4.6M 84k 55.36
2022-12-31 $4.1M 81k 50.67

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Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

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

View all funds holding SPDR DJ Wilshire Large Cap Growth