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SPDR DJ Wilshire Large Cap Growth shares owned by United Advisor Group

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

Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 41k 82.94
2024-06-30 $3.2M 41k 80.13
2024-03-31 $1.7M 24k 73.15

More positions owned by United Advisor Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
United Parcel Service Inc Cl B CL B (UPS)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
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Exxon Mobil Corporation (XOM)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Morgan Stanley
Horizon Investments
Envestnet Asset Management
Equitable Holdings
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
Quotient Wealth Partners
Bank of New York Mellon
Goldman Sachs Group
Advisory Alpha
Bank of America Corporation

View all funds holding SPDR DJ Wilshire Large Cap Growth