SPDR DJ Wilshire Large Cap shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.9M | 25k | 76.54 |
| 2025-12-31 | $2.2M | 27k | 80.22 |
| 2025-09-30 | $2.2M | 28k | 78.34 |
| 2025-06-30 | $2.0M | 28k | 72.65 |
| 2025-03-31 | $1.8M | 28k | 65.99 |
| 2024-12-31 | $1.6M | 24k | 68.94 |