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SPDR DJ Wilshire Large Cap shares owned by Smith Asset Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Smith Asset Management from 13F filings

Historical chart of Smith Asset Management 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 Smith Asset Management 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 Smith Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $881k 11k 80.22
2025-09-30 $742k 9.4k 79.18
2025-06-30 $471k 6.5k 72.69
2025-03-31 $343k 5.2k 65.76
2024-12-31 $316k 4.6k 68.94

More positions owned by Smith Asset Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Nuveen Multi-Strategy Income & Growth (JPC)
Ares Capital Corporation (ARCC)
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
AllianceBernstein Global Hgh Incm (AWF)
DNP Select Income Fund (DNP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Equitable Holdings (EQH)
Cohen & Steers Total Return Real (RFI)
Vanguard World Inf Tech Etf (VGT)
First Trust Enhanced Equity Income Fund (FFA)
Barings Corporate Investors (MCI)
Apple (AAPL)
BlackRock Credit All Inc Trust IV (BTZ)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)

View all positions for Smith Asset Management

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