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SPDR DJ Wilshire Large Cap shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $282k 3.2k 87.87

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Texas Pacific Land Corp (TPL)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Landbridge Company Cl A (LB)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Lam Research Corp Com New (LRCX)

View all positions for One Charles Private Wealth Services

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