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SPDR DJ Wilshire Mid Cap Value shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $901k 12k 73.38
2023-09-30 $792k 12k 64.86
2023-06-30 $837k 12k 68.78
2023-03-31 $801k 12k 66.08

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View all positions for Cape Investment Advisory

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