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SPDR DJ Wilshire Large Cap shares owned by Curtis Wealth Management

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

Historical chart of Curtis Wealth 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 Curtis Wealth 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 Curtis Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 66k 76.54

More positions owned by Curtis Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Us Treas Bd Etf (GOVT)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Curtis Wealth Management

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