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SPDR DJ Wilshire Large Cap Growth shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 101k 82.94
2024-06-30 $8.3M 103k 80.13
2024-03-31 $8.0M 109k 73.15
2023-12-31 $7.1M 109k 65.06

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Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

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