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SPDR DJ Wilshire Large Cap shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations 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 Sonoma Allocations 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 Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2025-12-31 $476k 5.8k 81.79
2025-09-30 $426k 5.5k 77.73

More positions owned by Sonoma Allocations

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Goldman Sachs Physical Gold Unit (AAAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr European Opportu (OPPE)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Sonoma Allocations

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