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SPDR DJ Wilshire Large Cap Growth shares owned by Stone Point Wealth

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

Historical chart of Stone Point 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 Stone Point 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 17k 65.06
2023-09-30 $1.0M 17k 59.28
2023-06-30 $1.1M 17k 61.01
2023-03-31 $1.2M 21k 55.36
2022-12-31 $1.3M 25k 50.67
2022-09-30 $1.3M 25k 50.12
2022-06-30 $1.3M 25k 52.30
2022-03-31 $1.5M 22k 66.05
2021-12-31 $1.6M 22k 72.31

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JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

Top funds holding SPDR DJ Wilshire Large Cap Growth

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

View all funds holding SPDR DJ Wilshire Large Cap Growth