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SPDR DJ Wilshire Large Cap shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 19k 76.54
2026-03-31 $1.7M 20k 87.88
2025-12-31 $1.8M 22k 80.22

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding SPDR DJ Wilshire Large Cap

Jones Financial Companies, L.L
Betterment
Jpmorgan Chase & Co
USS Investment Management
LPL Financial
Bank of America Corporation
Marshall Wace
Allianz Asset Management
Creative Planning
Kedalion Capital Management
Envestnet Asset Management
Walleye Trading Advisors
Goldman Sachs Group
Morgan Stanley
Ossiam

View all funds holding SPDR DJ Wilshire Large Cap