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SPDR DJ Wilshire Large Cap shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 31k 80.22
2024-09-30 $27M 398k 67.51

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial Wealth Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
LPL Financial
Jones Financial Companies, L.L
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