Financial Solutions Advisory Group »

SPDR DJ Wilshire Large Cap shares owned by Financial Solutions Advisory Group

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

Historical chart of Financial Solutions Advisory Group 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 Financial Solutions Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Financial Solutions Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.4M 83k 76.54

More positions owned by Financial Solutions Advisory Group

Spdr Series Trust State Street Spd (SPTS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr State Street Tec (XLK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Financial Solutions Advisory Group

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