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SPDR DJ Wilshire Large Cap shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $320k 4.0k 80.23

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intermediate Intermed Term (BIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard Small Sm Cp Val Etf (VBR)
Ishares Core Core Us Aggbd Et (AGG)
Vanguard High High Div Yld (VYM)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Natixis
Invesco
CWM
Nissay Asset Management Corp
National Mutual Insurance Federation of Agricultural Cooperatives
Goldman Sachs Group
Jpmorgan Chase & Co
Clark Capital Management Group
Advisor Group Holdings

View all funds holding SPDR DJ Wilshire Large Cap