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SPDR DJ Wilshire Large Cap shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth 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 Fourth Dimension Wealth 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 42k 80.22
2025-09-30 $3.6M 45k 78.34
2025-06-30 $3.0M 41k 72.69
2025-03-31 $2.9M 45k 65.76

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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