Wealth Enhancement & Preservation of GA »

SPDR DJ Wilshire Large Cap Growth shares owned by Wealth Enhancement & Preservation of GA

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Wealth Enhancement & Preservation of GA from 13F filings

Historical chart of Wealth Enhancement & Preservation of GA 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 Wealth Enhancement & Preservation of GA consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Wealth Enhancement & Preservation of GA

Quarter filed Position value Share count Share price at filing
2023-06-30 $256k 4.2k 61.01
2021-09-30 $14M 221k 64.02

More positions owned by Wealth Enhancement & Preservation of GA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Nucor Corporation (NUE)
Home Depot (HD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)

View all positions for Wealth Enhancement & Preservation of GA

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Horizon Investments
Envestnet Asset Management
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
Quotient Wealth Partners
Bank of New York Mellon
Advisory Alpha
Orgel Wealth Management
Bank of America Corporation
Private Advisor
Townsquare Capital

View all funds holding SPDR DJ Wilshire Large Cap Growth