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SPDR DJ Wilshire Large Cap shares owned by Green Ridge Wealth Planning

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

Historical chart of Green Ridge Wealth Planning 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 Green Ridge Wealth Planning 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 Green Ridge Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $349k 4.4k 80.23

More positions owned by Green Ridge Wealth Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr State Street Com (XLC)
NVIDIA Corporation (NVDA)

View all positions for Green Ridge Wealth Planning

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