Lane & Associates »

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

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

Historical chart of Lane & 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 Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 113k 82.94
2024-06-30 $4.4M 55k 80.13
2024-03-31 $4.3M 59k 73.15
2023-12-31 $3.8M 59k 65.06
2023-09-30 $3.7M 63k 59.28
2023-06-30 $4.0M 66k 61.01
2023-03-31 $3.7M 67k 55.36
2022-12-31 $3.7M 72k 50.67

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Ameriprise Financial
Horizon Investments
Envestnet Asset Management
Equitable Holdings
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
UBS Group
Quotient Wealth Partners
Goldman Sachs Group
Bank of New York Mellon
Orgel Wealth Management

View all funds holding SPDR DJ Wilshire Large Cap Growth