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SPDR DJ Wilshire Large Cap shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial Partners 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 Birchwood Financial Partners 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 Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 38 80.21

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View all positions for Birchwood Financial Partners

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap