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SPDR DJ Wilshire Large Cap shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3k 104 80.22

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Visa Com Cl A (V)

View all positions for Mowery & Schoenfeld 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
Jpmorgan Chase & Co
Clark Capital Management Group
Advisor Group Holdings

View all funds holding SPDR DJ Wilshire Large Cap