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SPDR DJ Wilshire Large Cap shares owned by Graetz Wealth

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

Historical chart of Graetz 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 Graetz 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 Graetz Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $456k 6.0k 76.54

More positions owned by Graetz Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (CWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (JNK)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Graetz 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
Kedalion Capital Management
Natixis
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Goldman Sachs Group
Advisor Group Holdings
Clark Capital Management Group

View all funds holding SPDR DJ Wilshire Large Cap