Heritage Oak Wealth Advisors »

SPDR DJ Wilshire Large Cap shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $7.0M 78k 89.76
2024-09-30 $277k 4.1k 67.51

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
2023 Etf Series Trust Pict Enha Us Etf (PQUS)
Spdr Series Trust St Str P500etf (SPYM)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Us Stk Plus Ac (SPLS)
First Tr Exchange-traded Vest Laddered (ACYN)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Jones Financial Companies, L.L
Betterment
Jpmorgan Chase & Co
USS Investment Management
LPL Financial
Bank of America Corporation
Marshall Wace
Allianz Asset Management
Creative Planning
Kedalion Capital Management
Envestnet Asset Management
Walleye Trading Advisors
Goldman Sachs Group
Ossiam
MKP Capital Management

View all funds holding SPDR DJ Wilshire Large Cap