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SPDR DJ Wilshire Large Cap Growth shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 32k 73.15
2023-12-31 $2.0M 31k 65.06
2023-09-30 $1.8M 31k 59.28
2023-06-30 $1.9M 31k 61.01
2023-03-31 $1.9M 35k 55.36
2022-12-31 $2.3M 46k 50.67

More positions owned by Soltis Investment Advisors

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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Security Natl Finl Corp Cl A New (SNFCA)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ready Cap Corp Com reit (RC)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Soltis Investment 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
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