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SPDR DJ Wilshire Large Cap Growth shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 152k 73.15
2023-12-31 $4.2M 64k 65.06
2023-09-30 $3.7M 63k 59.28

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Equity Etf (DFUS)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Summit X

Top funds holding SPDR DJ Wilshire Large Cap Growth

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

View all funds holding SPDR DJ Wilshire Large Cap Growth