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SPDR DJ Wilshire Large Cap Growth shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 28k 82.96
2024-06-30 $2.3M 29k 80.12
2024-03-31 $2.1M 29k 73.15
2023-12-31 $2.0M 31k 65.06
2023-09-30 $1.7M 29k 59.29
2022-09-30 $493k 9.8k 50.11
2022-06-30 $735k 14k 52.25

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

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