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SPDR DJ Wilshire Large Cap shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 21k 87.88

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust St Str Aggre Etf (SPAB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Mbs Etf (MBB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Series Trust St Inter Bd Etf (SPIB)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Jones Financial Companies, L.L
Betterment
Jpmorgan Chase & Co
USS Investment Management
LPL Financial
Bank of America Corporation
Marshall Wace
Allianz Asset Management
Creative Planning
Kedalion Capital Management
Envestnet Asset Management
Walleye Trading Advisors
Goldman Sachs Group
Morgan Stanley
Ossiam

View all funds holding SPDR DJ Wilshire Large Cap