SPDR DJ Wilshire Large Cap shares owned by Wealthquest
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPYM) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in SPDR DJ Wilshire Large Cap
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $212k | 2.4k | 87.88 |
| 2024-09-30 | $244k | 3.6k | 66.88 |
| 2024-06-30 | $300k | 4.7k | 64.00 |
| 2024-03-31 | $287k | 4.7k | 61.53 |
| 2023-12-31 | $247k | 4.4k | 55.90 |
| 2023-09-30 | $301k | 6.0k | 50.26 |
| 2023-06-30 | $342k | 6.6k | 52.11 |
| 2023-03-31 | $333k | 6.9k | 48.15 |
| 2022-12-31 | $261k | 5.8k | 44.99 |
| 2022-09-30 | $244k | 5.8k | 41.85 |
| 2022-06-30 | $258k | 5.8k | 44.25 |
| 2022-03-31 | $510k | 9.2k | 55.73 |
| 2021-12-31 | $510k | 9.2k | 55.73 |
| 2021-09-30 | $461k | 9.2k | 50.37 |
| 2021-06-30 | $531k | 11k | 50.28 |
| 2021-03-31 | $647k | 14k | 46.57 |
| 2020-12-31 | $660k | 15k | 43.95 |
| 2020-09-30 | $595k | 15k | 39.30 |
| 2020-06-30 | $1.3M | 37k | 36.23 |
| 2019-12-31 | $23M | 603k | 37.82 |
| 2019-09-30 | $11M | 318k | 34.85 |
| 2019-06-30 | $7.6M | 219k | 34.54 |
| 2019-03-31 | $7.9M | 237k | 33.23 |
| 2018-12-31 | $6.2M | 214k | 29.21 |