SPDR DJ Wilshire Large Cap shares owned by Lee Financial
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial 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 Lee Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR DJ Wilshire Large Cap by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $639k | 7.3k | 87.88 |
| 2022-06-30 | $2.0k | 35 | 57.14 |
| 2022-03-31 | $2.0k | 35 | 57.14 |
| 2021-03-31 | $1.0k | 25 | 40.00 |
| 2020-12-31 | $1.0k | 25 | 40.00 |