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SPDR DJ Wilshire Large Cap shares owned by Chatterton & Associates

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

Historical chart of Chatterton & Associates 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 Chatterton & Associates 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 Chatterton & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 93k 80.02

More positions owned by Chatterton & Associates

Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Blackrock Etf Trust I Shares (IUSB)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Kla Corp Com New (KLAC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Blackrock ETF Trust Ishares Intl Ctr (CORO)

View all positions for Chatterton & Associates

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