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SPDR DJ Wilshire Large Cap shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management 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 Moulton Wealth Management 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0M 92k 77.01
2025-09-30 $13M 165k 78.34
2025-06-30 $14M 186k 73.57

More positions owned by Moulton Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Proshares Tr Short S&p 500 Ne (SH)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Government Money (SGVT)
Goldman Sachs Physical Gold Unit (AAAU)
Ssga Active Etf Tr State Street Bla (SRLN)
Vaneck Etf Trust Gold Miners Etf (GDX)
Proshares Tr Ii Ultrashort Gold (GLL)
Proshares Tr Ultrapro Short S (SPXU)
Spdr Series Trust State Street Spd (ROKT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Moulton Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap