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SPDR DJ Wilshire Large Cap Growth shares owned by Wealth & Pension Services Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Wealth & Pension Services Group from 13F filings

Historical chart of Wealth & Pension Services 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 Wealth & Pension Services 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 Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $2.3M 60k 38.88
2019-06-30 $2.2M 58k 38.73
2019-03-31 $1.8M 49k 37.20
2018-12-31 $1.6M 49k 32.49
2018-06-30 $764k 22k 35.13

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Ameriprise Financial
Horizon Investments
Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
ValMark Advisers
HB Wealth Management
UBS Group
Dynasty Wealth Management
Bank of New York Mellon
Bank of America Corporation
Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Growth