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

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

Historical chart of Marotta 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 Marotta Asset Management 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 Marotta Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 79k 73.38
2023-09-30 $4.9M 76k 64.86
2023-06-30 $5.2M 76k 68.78
2022-12-31 $5.1M 79k 64.72
2022-09-30 $4.7M 82k 57.82
2022-06-30 $5.0M 82k 61.23
2022-03-31 $5.9M 84k 70.38
2021-12-31 $6.3M 89k 71.10
2021-09-30 $6.2M 93k 66.23
2021-06-30 $6.2M 91k 68.22
2021-03-31 $6.2M 93k 66.18
2020-12-31 $6.1M 110k 55.50
2020-09-30 $5.4M 124k 43.39
2020-06-30 $5.9M 139k 42.63
2020-03-31 $3.9M 119k 33.15
2019-12-31 $3.3M 63k 53.04