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SPDR DJ Wilshire Large Cap shares owned by LifeSteps Financial

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

Historical chart of LifeSteps 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 LifeSteps Financial 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $131k 1.5k 87.86
2024-03-31 $44k 711 61.53

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Invesco Qqq Trust Series I Etf (QQQ)
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Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf Etf (VTV)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Schwab Us Dividend Equity Etf Etf (SCHD)
Jpmorgan Chase & Co Stock (JPM)
Ishares Russell 2000 Etf Etf (IWM)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

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
Envestnet Asset Management
Allianz Asset Management
Kedalion Capital Management
Morgan Stanley
MKP Capital Management
Natixis
CWM

View all funds holding SPDR DJ Wilshire Large Cap