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SPDR DJ Wilshire Large Cap shares owned by Timmons Wealth Management

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

Historical chart of Timmons Wealth Management 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 Timmons Wealth Management 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 Timmons Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.6M 73k 76.54

More positions owned by Timmons Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares U S Etf Tr Short Duration B (NEAR)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust State Street Spd (SPSM)

View all positions for Timmons Wealth Management

Top funds holding SPDR DJ Wilshire Large Cap

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

View all funds holding SPDR DJ Wilshire Large Cap