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SPDR DJ Wilshire Large Cap Growth shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial Advisors 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 Uptown Financial Advisors 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 Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 50k 104.51
2025-06-30 $4.7M 49k 95.32
2025-03-31 $3.6M 44k 80.37
2024-12-31 $3.9M 44k 87.90

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

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
Morgan Stanley
Jpmorgan Chase & Co
Horizon Investments
Equitable Holdings
HB Wealth Management
ValMark Advisers
Vantagepoint Investment Advisers
UBS Group
Raymond James Financial

View all funds holding SPDR DJ Wilshire Large Cap Growth