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SPDR DJ Wilshire Large Cap shares owned by Aureum Wealth Management

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

Historical chart of Aureum 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 Aureum 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 Aureum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 48k 80.22

More positions owned by Aureum Wealth Management

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core High Dv Etf (HDV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p Scp Etf (IJR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Janus Detroit Str Tr Henderson Securi (JSI)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPIB)

View all positions for Aureum Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Natixis
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Goldman Sachs Group
Jpmorgan Chase & Co
Clark Capital Management Group
Advisor Group Holdings

View all funds holding SPDR DJ Wilshire Large Cap