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Synergy Investment Management »

SPDR DJ Wilshire Large Cap Growth shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management 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 Synergy Investment Management 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 Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$11M	105k	104.51
2025-06-30	$9.6M	101k	95.32
2025-03-31	$7.8M	97k	80.37
2024-12-31	$6.8M	78k	87.90

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)

Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)

Ishares Core MF Closed and MF Open (IVV)

Ishares U S MF Closed and MF Open (DYNF)

Spdr Portfolio MF Closed and MF Open (SPYG)

Invesco S&p MF Closed and MF Open (SPHQ)

Spdr Intermediate MF Closed and MF Open (SPTI)

Spdr Portfolio MF Closed and MF Open (SPYV)

Ishares Core MF Closed and MF Open (IEMG)

Ishares S&p MF Closed and MF Open (OEF)

Capital Group MF Closed and MF Open (CGDV)

First Trust MF Closed and MF Open (UCON)

Spdr Portfolio MF Closed and MF Open (SPTS)

Ishares A I MF Closed and MF Open (BAI)

Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

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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