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SPDR DJ Wilshire Large Cap shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.0M 56k 89.74

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap