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SPDR DJ Wilshire Large Cap Growth shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth 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 Potentia Wealth 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 104.51
2025-06-30 $1.1M 12k 95.32
2025-03-31 $3.1M 38k 80.37

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View all positions for Potentia Wealth

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Goldman Sachs Group
Hanson McClain Advisors
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
Jpmorgan Chase & Co
Horizon Investments
Equitable Holdings
HB Wealth Management
ValMark Advisers
Vantagepoint Investment Advisers
UBS Group
Raymond James Financial

View all funds holding SPDR DJ Wilshire Large Cap Growth