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SPDR DJ Wilshire Large Cap Growth shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 15k 82.94
2024-06-30 $1.2M 15k 80.13
2024-03-31 $1.1M 15k 73.15
2023-12-31 $1.0M 16k 65.06
2023-09-30 $938k 16k 59.28
2023-06-30 $968k 16k 61.01
2023-03-31 $915k 17k 55.36

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View all positions for WMS Partners

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