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SPDR DJ Wilshire Large Cap Growth shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 17k 65.06
2023-09-30 $652k 11k 59.28
2022-06-30 $220k 4.2k 52.28
2022-03-31 $276k 4.2k 66.30
2021-12-31 $302k 4.2k 72.40

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View all positions for Lifeworks Advisors

Top funds holding SPDR DJ Wilshire Large Cap Growth

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

View all funds holding SPDR DJ Wilshire Large Cap Growth