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SPDR DJ Wilshire Mid Cap Value shares owned by Burt Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Burt Wealth Advisors from 13F filings

Historical chart of Burt Wealth Advisors investment in SPDR DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $418k 5.5k 76.00
2023-12-31 $361k 4.9k 73.38
2023-09-30 $348k 5.4k 64.86
2023-06-30 $369k 5.4k 68.78
2023-03-31 $347k 5.3k 66.08
2022-12-31 $340k 5.3k 64.70
2022-09-30 $304k 5.3k 57.85
2022-06-30 $318k 5.3k 60.51
2022-03-31 $370k 5.3k 70.41
2021-12-31 $371k 5.2k 71.20
2021-09-30 $368k 5.5k 66.32
2021-06-30 $380k 5.6k 67.51
2021-03-31 $375k 5.7k 65.46
2020-12-31 $325k 5.9k 55.53
2020-09-30 $269k 6.2k 43.38
2020-06-30 $283k 6.6k 42.65
2020-03-31 $241k 6.8k 35.25
2019-12-31 $406k 7.4k 54.75
2019-09-30 $395k 7.7k 51.35
2019-06-30 $463k 9.0k 51.36
2019-03-31 $461k 9.1k 50.39
2018-12-31 $1.0M 23k 44.37
2018-09-30 $497k 9.3k 53.71
2018-06-30 $465k 8.9k 52.04
2018-03-31 $448k 4.5k 99.49
2017-12-31 $462k 4.5k 102.83
2017-09-30 $456k 4.6k 99.02
2017-06-30 $470k 4.9k 96.21
2017-03-31 $436k 4.5k 96.33
2016-12-31 $451k 4.8k 93.88
2016-09-30 $407k 4.7k 86.34
2016-06-30 $390k 4.7k 82.59
2016-03-31 $13k 5.5k 2.35
2015-12-31 $1.5M 20k 75.96
2015-09-30 $1.4M 18k 76.61
2015-06-30 $1.4M 17k 85.97
2015-03-31 $1.2M 14k 86.99
2014-12-31 $1.2M 14k 85.31

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Advisor Group Holdings
Stifel Financial
Townsquare Capital
Benjamin F. Edwards & Company
Tiaa Trust, National Association
Lutz Financial Services
NorthRock Partners
Financial Advisory Service
Orion Portfolio Solutions
First Pacific Financial
Klingman & Associates
First National Trust Company
Wells Fargo & Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value