SPDR DJ Wilshire Large Cap Growth shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in SPDR DJ Wilshire Large Cap Growth
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 19k | 104.51 |
| 2025-06-30 | $1.8M | 19k | 95.32 |
| 2025-03-31 | $1.4M | 17k | 80.67 |
| 2024-12-31 | $2.4M | 27k | 87.90 |
| 2024-09-30 | $987k | 12k | 82.94 |
| 2024-06-30 | $2.1M | 26k | 80.13 |
| 2024-03-31 | $813k | 11k | 73.16 |
| 2023-12-31 | $853k | 13k | 65.06 |
| 2023-09-30 | $425k | 7.1k | 60.02 |
| 2023-06-30 | $445k | 7.3k | 61.02 |
Top funds holding SPDR DJ Wilshire Large Cap Growth
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