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SPDR DJ Wilshire Large Cap shares owned by Birchbrook

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

Historical chart of Birchbrook 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 Birchbrook 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 Birchbrook

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1k 76 80.22

More positions owned by Birchbrook

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
IDEXX Laboratories (IDXX)

View all positions for Birchbrook

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