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SPDR DJ Wilshire Large Cap shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory 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 Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $77k 871 87.88
2026-03-31 $45k 587 76.54
2025-12-31 $1.6k 20 80.20
2025-09-30 $1.6k 20 78.35

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View all positions for Principia Wealth Advisory

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