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SPDR DJ Wilshire Large Cap shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek 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 Turtle Creek 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 383 76.50

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Lam Research Corp Com New (LRCX)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)
Kla Corp Com New (KLAC)

View all positions for Turtle Creek Wealth Advisors

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