SPDR DJ Wilshire Large Cap Growth shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR DJ Wilshire Large Cap Growth
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 95k | 73.15 |
| 2023-12-31 | $5.2M | 80k | 65.06 |
| 2023-09-30 | $3.4M | 58k | 59.28 |
| 2023-06-30 | $2.8M | 46k | 61.01 |
| 2023-03-31 | $2.1M | 39k | 55.36 |
| 2022-12-31 | $1.7M | 34k | 50.67 |
| 2022-09-30 | $1.7M | 34k | 50.10 |
| 2022-06-30 | $1.4M | 27k | 52.28 |
| 2022-03-31 | $1.5M | 23k | 66.21 |
| 2021-12-31 | $1.1M | 15k | 72.47 |
| 2021-09-30 | $745k | 12k | 64.02 |
| 2021-06-30 | $502k | 8.0k | 62.97 |
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