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SPDR DJ Wilshire Large Cap shares owned by Investment Research & Advisory Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Investment Research & Advisory Group from 13F filings

Historical chart of Investment Research & Advisory Group 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 Investment Research & Advisory Group 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 Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $35k 430 80.22

More positions owned by Investment Research & Advisory Group

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Apple (AAPL)
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Mastercard Inc Class Class A Cl A (MA)
Visa Inc Class Class A Com Cl A (V)
Charles Schwab Corporation (SCHW)
Meta Platforms Inc Class A Cl A (META)
BlackRock
General Electric (GE)
Uber Technologies (UBER)

View all positions for Investment Research & Advisory Group

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