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SPDR DJ Wilshire Large Cap shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2026-03-31 $420k 5.5k 76.54

More positions owned by Strategic Family Wealth Counselors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Roblox Corp Cl A (RBLX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Uber Technologies (UBER)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust State Street Spd (SDY)

View all positions for Strategic Family Wealth Counselors

Top funds holding SPDR DJ Wilshire Large Cap

Jones Financial Companies, L.L
Betterment
USS Investment Management
LPL Financial
Marshall Wace
Bank of America Corporation
Creative Planning
Millennium Management
Envestnet Asset Management
Allianz Asset Management
Kedalion Capital Management
Morgan Stanley
MKP Capital Management
Natixis
CWM

View all funds holding SPDR DJ Wilshire Large Cap