Kroeger Financial Partners »

SPDR DJ Wilshire Large Cap shares owned by Kroeger Financial Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Kroeger Financial Partners from 13F filings

Historical chart of Kroeger Financial Partners 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 Kroeger Financial Partners 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 Kroeger Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.3M 95k 87.88

More positions owned by Kroeger Financial Partners

Vanguard Ftse Developed Markets Index Fund Etf Shares Shares (VEA)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Shares (IGSB)
State Street Spdr Portfolio S&p 500 Etf Shares (SPYM)
Vanguard Intermediate-term Bond Index Fund Etf Shares Shares (BIV)
Jpmorgan International Bond Opportunities Etf Shares (JPIB)
Invesco S&p 500 Quality Etf Shares (SPHQ)
Ishares Convertible Bond Etf Shares (ICVT)
Vanguard Value Index Fund Etf Shares Shares (VTV)
Imgp Dbi Managed Futures Strategy Etf Shares (DBMF)
Invesco Variable Rate Preferred Etf Shares (VRP)
Ishares Ultra Short Duration Bond Active Etf Shares (ICSH)
Apple (AAPL)
Ishares Core International Aggregate Bond Etf Shares (IAGG)
Ishares Core Universal Usd Bond Etf Shares (IUSB)
State Street Spdr Portfolio Emerging Markets Etf Shares (SPEM)

View all positions for Kroeger Financial Partners

Top funds holding SPDR DJ Wilshire Large Cap

Jones Financial Companies, L.L
Betterment
USS Investment Management
LPL Financial
Marshall Wace
Bank of America Corporation
Creative Planning
Millennium Management
Walleye Trading Advisors
Envestnet Asset Management
Allianz Asset Management
Kedalion Capital Management
Morgan Stanley
MKP Capital Management
Natixis

View all funds holding SPDR DJ Wilshire Large Cap