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SPDR DJ Wilshire Large Cap shares owned by Asset One Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Asset One Wealth Management from 13F filings

Historical chart of Asset One Wealth Management investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Asset One Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 12k 82.87

More positions owned by Asset One Wealth Management

Microsoft Corporation (MSFT)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Apple (AAPL)
Spdr Series Trust State Street Spd (BILS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Sprott Etf Trust Gold Miners Etf (SGDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sprott Asset Management Physical Silver (PSLV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Global X Fds Global X Silver (SIL)

View all positions for Asset One Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
LPL Financial
Jones Financial Companies, L.L
Bank of America Corporation
Creative Planning
Millennium Management
Envestnet Asset Management
Allianz Asset Management
Kedalion Capital Management
Morgan Stanley
Natixis
Invesco
CWM
Nissay Asset Management Corp

View all funds holding SPDR DJ Wilshire Large Cap