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SPDR DJ Wilshire Large Cap shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in SPDR DJ Wilshire Large Cap

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All positions including SPDR DJ Wilshire Large Cap held by Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 2.6k 80.47

More positions owned by Symphony Financial

Spdr Series Trust State Street Spd (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Symphony Financial

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