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SPDR DJ Wilshire Large Cap shares owned by Vision Retirement

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

Historical chart of Vision Retirement 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 Vision Retirement 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 Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $338k 4.4k 76.54
2025-12-31 $547k 6.8k 80.22

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

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