Fortis Group Advisors »

SPDR DJ Wilshire Large Cap Growth shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 107k 108.06
2025-06-30 $9.5M 96k 98.56
2025-03-31 $306k 3.8k 80.37
2020-09-30 $1.3M 26k 50.10

More positions owned by Fortis Group Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Portfolio MF Closed and MF Open (SPLG)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares 20 MF Closed and MF Open (TLT)
Ishares Russell MF Closed and MF Open (IWO)
Amazon Common Stock (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Common Stock (GOOGL)

View all positions for Fortis Group Advisors

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