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SPDR DJ Wilshire Mid Cap Value shares owned by Courage Miller Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Courage Miller Partners from 13F filings

Historical chart of Courage Miller Partners 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 Courage Miller Partners 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 Courage Miller Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 29k 76.00
2023-12-31 $2.1M 29k 73.38
2023-09-30 $1.9M 29k 64.86
2023-06-30 $1.9M 27k 68.78
2023-03-31 $1.8M 27k 66.08
2022-12-31 $1.7M 26k 64.72
2022-09-30 $1.5M 25k 57.84
2022-06-30 $1.5M 25k 60.49
2022-03-31 $1.7M 24k 70.38
2021-12-31 $1.7M 24k 71.10
2021-09-30 $1.5M 23k 66.24
2021-06-30 $1.5M 23k 67.54
2021-03-31 $1.5M 23k 65.44
2020-12-31 $1.3M 23k 55.48
2020-09-30 $1.0M 24k 42.61
2020-06-30 $1.0M 24k 42.62
2020-03-31 $808k 23k 35.24
2019-12-31 $1.2M 22k 54.79
2019-09-30 $1.1M 22k 51.30
2019-06-30 $1.1M 21k 51.35
2019-03-31 $1.1M 21k 50.34
2018-12-31 $938k 21k 44.36
2018-09-30 $1.1M 20k 53.74
2018-06-30 $977k 9.8k 99.47
2018-03-31 $977k 9.8k 99.47
2017-12-31 $1.0M 9.9k 102.83
2017-09-30 $971k 9.8k 99.00
2017-06-30 $937k 9.7k 96.30
2017-03-31 $908k 9.4k 96.36
2016-12-31 $977k 10k 94.00
2016-09-30 $917k 11k 86.40
2016-06-30 $822k 9.9k 82.78
2016-03-31 $753k 9.4k 80.40
2015-12-31 $725k 9.5k 76.03
2015-09-30 $726k 9.5k 76.64
2015-06-30 $1.4M 16k 86.03
2015-03-31 $1.3M 15k 87.08
2014-12-31 $2.2M 26k 85.29

More positions owned by Courage Miller Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Courage Miller Partners

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