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SPDR DJ Wilshire Large Cap shares owned by LWM Advisory Services

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

Historical chart of LWM Advisory Services 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 LWM Advisory Services 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $883k 10k 87.88

More positions owned by LWM Advisory Services

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Efficient Gld Pl (GDE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Eli Lilly & Co. (LLY)
Ishares Tr 0-3 Mth Treasury (SGOV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
JPMorgan Chase & Co. (JPM)

View all positions for LWM Advisory Services

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
Morgan Stanley
Ossiam

View all funds holding SPDR DJ Wilshire Large Cap