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SPDR DJ Wilshire Large Cap shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth 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 Shared Vision Wealth 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 18k 87.88

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Shared Vision Wealth 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