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SPDR DJ Wilshire Large Cap Growth shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates 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 Kozak & Associates 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 240k 65.54
2023-09-30 $16M 263k 60.02
2023-06-30 $17M 274k 61.05
2023-03-31 $15M 277k 55.36
2022-12-31 $14M 280k 50.67

More positions owned by Kozak & Associates

Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco S&p 500 Revenue Etf Etf (RWL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Nvidia Corporation Stock (NVDA)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Health Care Select Sector Spdr Fund Etf (XLV)
Vaneck Semiconductor Etf Etf (SMH)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

Top funds holding SPDR DJ Wilshire Large Cap Growth

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Jpmorgan Chase & Co
HB Wealth Management
Bank of America Corporation
UBS Group
Advisor Group Holdings
Bank of New York Mellon
Quotient Wealth Partners
Orgel Wealth Management
Advisory Alpha
RFG Advisory
Private Advisor
CWM

View all funds holding SPDR DJ Wilshire Large Cap Growth