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SPDR DJ Wilshire Large Cap Growth shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $307k 3.8k 80.14
2024-03-31 $308k 4.2k 73.14
2023-12-31 $274k 4.2k 65.06
2023-09-30 $445k 7.5k 59.28
2023-06-30 $450k 7.4k 61.01
2023-03-31 $413k 7.5k 55.36

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View all positions for Cape Investment Advisory

Top funds holding SPDR DJ Wilshire Large Cap Growth

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

View all funds holding SPDR DJ Wilshire Large Cap Growth