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SPDR DJ Wilshire Large Cap shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning 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 Peak Retirement Planning 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 Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $296k 3.7k 80.21

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)
Vanguard Growth ETF Exchange Traded Fund (VUG)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)
NVIDIA Corporation - Common Stock (NVDA)
Vanguard Value ETF Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

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