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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $328k 4.0k 82.94
2024-06-30 $354k 4.4k 80.13
2024-03-31 $323k 4.4k 73.15
2023-12-31 $305k 4.7k 65.06

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

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