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SPDR DJ Wilshire Large Cap Growth shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 200 65.06
2023-09-30 $12k 200 59.28
2023-06-30 $12k 200 61.01
2023-03-31 $11k 200 55.36
2022-03-31 $54k 818 66.01
2021-12-31 $59k 818 72.13
2021-09-30 $52k 818 63.57
2021-06-30 $52k 818 63.57
2021-03-31 $46k 818 56.23

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

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