SPDR DJ Wilshire Large Cap shares owned by Independent Financial Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $35M | 452k | 76.54 |
| 2025-09-30 | $33M | 426k | 78.34 |
| 2025-06-30 | $28M | 380k | 72.69 |
| 2025-03-31 | $21M | 318k | 65.76 |
| 2024-12-31 | $20M | 283k | 68.94 |
| 2024-09-30 | $17M | 254k | 67.51 |
| 2024-06-30 | $14M | 217k | 64.00 |
| 2024-03-31 | $8.7M | 141k | 61.53 |
| 2023-12-31 | $5.2M | 94k | 55.90 |
| 2023-09-30 | $3.2M | 63k | 50.26 |
| 2023-06-30 | $2.9M | 56k | 52.11 |
| 2023-03-31 | $2.6M | 55k | 48.15 |
| 2022-12-31 | $2.4M | 53k | 44.98 |
| 2022-09-30 | $2.1M | 51k | 41.99 |
More positions owned by Independent Financial Group
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