Lewis Asset Management »

SPDR DJ Wilshire Mid Cap Value shares owned by Lewis Asset Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Lewis Asset Management from 13F filings

Historical chart of Lewis Asset Management 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 Lewis Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 15k 76.00
2023-12-31 $1.1M 15k 73.38

More positions owned by Lewis Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Rithm Capital Corp Com New (RITM)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
salesforce (CRM)
Atlassian Corporation Cl A (TEAM)

View all positions for Lewis Asset Management

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