Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

New England Capital Financial Advisors »

SPDR DJ Wilshire Large Cap Growth shares owned by New England Capital Financial Advisors

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

Historical chart of New England Capital 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 New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by New England Capital Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$12M	159k	73.15
2023-12-31	$10M	160k	65.06
2023-09-30	$9.3M	157k	59.28
2023-06-30	$9.6M	158k	61.01
2023-03-31	$9.0M	163k	55.36
2022-12-31	$8.3M	160k	52.16

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Capital Grp Fixed Incm Etf T Short Duration (CGSD)

Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Select Sector Spdr Tr Rl Est Sel Sec (XLRE)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

Spdr Ser Tr Bloomberg Invt (FLRN)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

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

Dynasty Wealth Management

Bank of New York Mellon

Bank of America Corporation

Advisory Alpha

View all funds holding SPDR DJ Wilshire Large Cap Growth

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z