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SPDR DJ Wilshire Large Cap shares owned by Clarity Retirement & Wealth

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

Historical chart of Clarity Retirement & Wealth 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 Clarity Retirement & Wealth 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 Clarity Retirement & Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 139k 76.54

More positions owned by Clarity Retirement & Wealth

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Ishares Tr Hdg Msci Eafe (HEFA)
T Rowe Price Etf Floating Rate (TFLR)
Fidelity Covington Trust Fundamental Smal (FFSM)
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Clarity Retirement & Wealth

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