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SPDR DJ Wilshire Large Cap shares owned by Downshift Financial

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

Historical chart of Downshift Financial 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 Downshift Financial 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 56k 79.63

More positions owned by Downshift Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTI)

View all positions for Downshift Financial

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Natixis
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Goldman Sachs Group
Jpmorgan Chase & Co
Clark Capital Management Group
Advisor Group Holdings

View all funds holding SPDR DJ Wilshire Large Cap