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SPDR DJ Wilshire Mid Cap Value shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth 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 Montz Harcus Wealth 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 14k 73.38
2023-09-30 $886k 14k 64.86
2023-06-30 $941k 14k 68.78
2023-03-31 $894k 14k 66.08
2022-12-31 $808k 13k 64.72

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Montz Harcus Wealth 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