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SPDR DJ Wilshire Large Cap Growth shares owned by Compass Financial

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 88k 65.06
2023-09-30 $5.2M 87k 59.28

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Janus Detroit Str Tr (JAAA)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Small-Cap ETF (VB)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Capital Group Core Plus Inco (CGCP)
J P Morgan Exchange Traded F ultra shrt (JPST)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)

View all positions for Compass Financial

Top funds holding SPDR DJ Wilshire Large Cap Growth

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Jpmorgan Chase & Co
HB Wealth Management
Bank of America Corporation
UBS Group
Bank of New York Mellon
Advisor Group Holdings
Quotient Wealth Partners
Orgel Wealth Management
Advisory Alpha
RFG Advisory
Private Advisor
CWM

View all funds holding SPDR DJ Wilshire Large Cap Growth