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SPDR DJ Wilshire Large Cap shares owned by Newport Capital Group

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

Historical chart of Newport Capital Group 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 Newport Capital Group 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 Newport Capital Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $518k 5.9k 87.88
2025-12-31 $3.6M 6.7k 533.35

More positions owned by Newport Capital Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Arthur J. Gallagher & Co. (AJG)
Ishares Tr Russell 2000 Etf (IWM)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Energy Etf (VDE)
Spdr Index Shs Fds St Str Infra Etf (GII)

View all positions for Newport Capital Group

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