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SPDR DJ Wilshire Mid Cap Value shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $267k 3.6k 73.38
2023-09-30 $236k 3.6k 64.86
2023-06-30 $251k 3.6k 68.78
2023-03-31 $241k 3.6k 66.08
2022-12-31 $236k 3.6k 64.72
2022-09-30 $211k 3.6k 57.90
2022-06-30 $230k 3.8k 60.43
2022-03-31 $268k 3.8k 70.42
2021-12-31 $274k 3.9k 71.06
2021-09-30 $255k 3.9k 66.13
2021-06-30 $260k 3.9k 67.43
2021-03-31 $252k 3.9k 65.35
2020-12-31 $214k 3.9k 55.50
2020-06-30 $234k 5.5k 42.65
2020-03-31 $1.3M 38k 35.26
2019-12-31 $2.1M 38k 54.79
2019-09-30 $1.9M 38k 51.32
2019-06-30 $1.9M 38k 51.36
2019-03-31 $1.9M 38k 50.39
2018-12-31 $1.7M 38k 44.37
2018-09-30 $2.1M 40k 53.73
2018-06-30 $2.1M 40k 52.02
2018-03-31 $2.0M 21k 99.48
2017-12-31 $2.3M 22k 102.85
2017-09-30 $2.2M 22k 99.01
2017-06-30 $2.3M 24k 96.31
2017-03-31 $2.3M 24k 96.35
2016-12-31 $2.2M 23k 93.96
2016-09-30 $2.1M 24k 86.37
2016-06-30 $2.0M 24k 82.76
2016-03-31 $1.9M 23k 80.34
2015-12-31 $2.2M 29k 76.02

More positions owned by Schneider Downs Wealth Management Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Actively Managed Etf Total Return (GTO)

View all positions for Schneider Downs Wealth Management Advisors

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Advisor Group Holdings
Stifel Financial
Townsquare Capital
Lutz Financial Services
Benjamin F. Edwards & Company
Tiaa Trust, National Association
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