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Stephenson National Bank & Trust »

SPDR DJ Wilshire Large Cap Growth shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust 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 Stephenson National Bank & Trust 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 Stephenson National Bank & Trust

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$69k	663	104.51
2025-06-30	$63k	663	95.32
2025-03-31	$53k	663	80.37
2024-12-31	$58k	663	87.90
2024-09-30	$55k	663	82.94

More positions owned by Stephenson National Bank & Trust

JPMorgan Active Value ETF Active Value Etf (JAVA)

Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)

JPMorgan Active Growth ETF Active Growth (JGRO)

iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)

PIMCO Total Return Active ETF Active Bd Etf (BOND)

Fidelity Total Bond ETF Total Bd Etf (FBND)

Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)

Vanguard Small-Cap ETF Small Cp Etf (VB)

Vanguard MEGA Cap ETF Mega Cap Index (MGC)

Vanguard Total Stock Market ETF Total Stk Mkt (VTI)

Vanguard Mid Cap ETF Mid Cap Etf (VO)

iShares S&P 500 Index ETF Core S&p500 Etf (IVV)

Vanguard FTSE Developed Markets Index ETF Van Ftse Dev Mkt (VEA)

iShares Russell 2000 Index ETF Russell 2000 Etf (IWM)

Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

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

Vantagepoint Investment Advisers

UBS Group

Raymond James Financial

View all funds holding SPDR DJ Wilshire Large Cap Growth

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