SPDR DJ Wilshire Large Cap Growth shares owned by Modern Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in SPDR DJ Wilshire Large Cap Growth
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $20M | 206k | 99.20 |
| 2025-12-31 | $21M | 201k | 106.70 |
| 2025-09-30 | $21M | 196k | 104.51 |
| 2025-06-30 | $19M | 203k | 95.32 |
| 2025-03-31 | $22M | 277k | 80.37 |
| 2024-12-31 | $24M | 259k | 91.45 |
| 2024-09-30 | $18M | 213k | 82.94 |
| 2024-06-30 | $17M | 210k | 80.13 |
| 2024-03-31 | $3.5M | 48k | 73.15 |
| 2023-12-31 | $1.6M | 25k | 65.06 |
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