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SPDR DJ Wilshire Large Cap Growth shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $32M 435k 73.15
2023-12-31 $28M 426k 65.06
2023-09-30 $25M 424k 59.28
2019-09-30 $38 993 0.04
2019-06-30 $44k 1.1k 38.70
2019-03-31 $56k 1.5k 37.66
2018-12-31 $86k 2.5k 33.93
2018-09-30 $5.0M 132k 38.24

More positions owned by Strategic Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Strategic Wealth Partners

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Ameriprise Financial
Horizon Investments
Morgan Stanley
Envestnet Asset Management
Equitable Holdings
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
UBS Group
Dynasty Wealth Management
Quotient Wealth Partners
Bank of New York Mellon

View all funds holding SPDR DJ Wilshire Large Cap Growth