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SPDR DJ Wilshire Large Cap shares owned by Solitude Financial Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Solitude Financial Services from 13F filings

Historical chart of Solitude Financial Services 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 Solitude Financial Services 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 Solitude Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $67M 830k 80.22
2025-09-30 $62M 796k 78.34

More positions owned by Solitude Financial Services

Spdr Series Trust State Street Spd (SPYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us S (FNDA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Fundamental Us L (FNDX)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Select Sector Spdr Tr State Street Ene (XLE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)

View all positions for Solitude Financial Services

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
Clark Capital Management Group
Advance Capital Management

View all funds holding SPDR DJ Wilshire Large Cap