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SPDR DJ Wilshire Mid Cap Value shares owned by Stephens Consulting

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

Historical chart of Stephens Consulting 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 Stephens Consulting 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 Stephens Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 149 75.77
2023-12-31 $11k 148 73.37
2023-09-30 $9.6k 147 65.03
2023-06-30 $10k 147 68.65
2023-03-31 $12k 175 66.08

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Raymond James Financial (RJF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Stephens Consulting

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial
Townsquare Capital
Lutz Financial Services
Benjamin F. Edwards & Company
Tiaa Trust, National Association
NorthRock Partners
Financial Advisory Service
Wells Fargo & Company
First Pacific Financial
Klingman & Associates
First National Trust Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value