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SPDR DJ Wilshire Large Cap shares owned by Mosaic Advisors

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

Historical chart of Mosaic Advisors 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 Mosaic Advisors 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 Mosaic Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 15k 84.03
2025-06-30 $272k 3.7k 72.69
2025-03-31 $526k 8.0k 65.76
2024-12-31 $1.2M 17k 68.94

More positions owned by Mosaic Advisors

iShares Core S&P Total US Stock Mark Etf (ITOT)
Apple Common Stock (AAPL)
Conocophillips Common Stock (COP)
Vanguard Dividend Appreciation ETF Etf (VIG)
Vanguard FTSE All-World Ex-US ETF Etf (VEU)
MFC iShares Trust Russell 3000 ETF Etf (IWV)
Sherwin Williams Common Stock (SHW)
Williams Companies Common Stock (WMB)
Spdr S&p 500 Etf Etf (SPY)
Broadcom Common Stock (AVGO)
Nvidia Corp Common Stock (NVDA)
SPDR Port S&P 1500 Comps Stk Mkt ETF Etf (SPTM)
Vanguard Mega Cap Growth ETF IV Etf (MGK)
Vanguard Total World Stock Et ETF IV Etf (VT)
SPDR Portfolio S&P 500 ETF Etf (SPYM)

View all positions for Mosaic Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
LPL Financial
Jones Financial Companies, L.L
Creative Planning
Millennium Management
Envestnet Asset Management
Allianz Asset Management
Kedalion Capital Management
Natixis
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Goldman Sachs Group

View all funds holding SPDR DJ Wilshire Large Cap