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SPDR DJ Wilshire Large Cap Growth shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth 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 Gratus Wealth Advisors 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 Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 44k 81.97
2024-06-30 $3.4M 42k 79.73
2024-03-31 $3.0M 43k 70.30
2023-12-31 $2.9M 45k 65.06

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibonds Dec24 Etf (IBDP)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth Advisors

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