SPDR DJ Wilshire Large Cap shares owned by Root Financial Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in SPDR DJ Wilshire Large Cap
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All positions including SPDR DJ Wilshire Large Cap held by Root Financial Partners 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 Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 24k | 80.22 |
| 2025-09-30 | $2.0M | 25k | 78.34 |
| 2025-06-30 | $1.7M | 23k | 72.69 |
| 2025-03-31 | $1.6M | 25k | 65.77 |
| 2024-12-31 | $1.9M | 27k | 68.94 |
| 2024-09-30 | $1.8M | 26k | 67.51 |
| 2024-06-30 | $333k | 5.2k | 63.99 |
| 2024-03-31 | $314k | 5.1k | 61.53 |