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SPDR DJ Wilshire Large Cap shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $24M 269k 89.76

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr 0-3 Mth Treasury (SGOV)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Spdr Series Trust St Str P500etf (SPYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Trust Ishare 0-1 (SHV)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Microsoft Corporation (MSFT)

View all positions for Kellett Schaffner 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