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SPDR DJ Wilshire Large Cap Growth shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 Capital Financial Advisers 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 Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 52k 104.51
2025-06-30 $5.3M 56k 95.32
2025-03-31 $5.1M 64k 80.37
2024-12-31 $5.7M 65k 87.90
2024-09-30 $5.9M 71k 82.94
2024-06-30 $6.0M 75k 80.13
2024-03-31 $6.0M 82k 73.15
2023-12-31 $6.5M 101k 65.06
2023-09-30 $6.5M 110k 59.28
2023-06-30 $7.1M 117k 61.01
2023-03-31 $7.1M 128k 55.36
2022-12-31 $7.0M 139k 50.67
2022-09-30 $7.3M 146k 50.10
2022-06-30 $8.2M 158k 52.28
2022-03-31 $10M 155k 66.21
2021-12-31 $12M 161k 72.47
2021-09-30 $11M 167k 64.02
2021-06-30 $11M 179k 62.97
2021-03-31 $11M 192k 56.40
2020-12-31 $13M 240k 55.29
2020-09-30 $14M 286k 50.11
2020-06-30 $15M 342k 44.92
2020-03-31 $11M 301k 35.74
2019-12-31 $20M 484k 41.91
2019-09-30 $17M 443k 38.89
2019-06-30 $9.0M 232k 38.73
2019-03-31 $16M 419k 37.21
2018-12-31 $262k 8.1k 32.47
2015-06-30 $27M 276k 98.62
2015-03-31 $28M 278k 98.95
2014-12-31 $30M 308k 96.84
2014-09-30 $27M 288k 92.50
2014-06-30 $21M 234k 90.91
2014-03-31 $3.4M 40k 86.35

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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
Ameriprise Financial
Jpmorgan Chase & Co
Horizon Investments
Equitable Holdings
HB Wealth Management
ValMark Advisers
Vantagepoint Investment Advisers
Raymond James Financial
Dynasty Wealth Management
Orgel Wealth Management

View all funds holding SPDR DJ Wilshire Large Cap Growth