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

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

Historical chart of Diversify 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 Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $65M 600k 108.60
2025-06-30 $58M 576k 100.29
2025-03-31 $44M 538k 81.99
2024-12-31 $38M 430k 87.53
2024-09-30 $25M 295k 83.56
2024-06-30 $18M 251k 73.38

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Goldman Sachs Group
Hanson McClain Advisors
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
Jpmorgan Chase & Co
Horizon Investments
Equitable Holdings
HB Wealth Management
ValMark Advisers
Vantagepoint Investment Advisers
UBS Group
Raymond James Financial

View all funds holding SPDR DJ Wilshire Large Cap Growth