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SPDR DJ Wilshire Mid Cap Value shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital 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 Tradewinds Capital 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 221k 76.00
2023-12-31 $157k 2.1k 73.39
2023-09-30 $139k 2.1k 64.85
2023-06-30 $146k 2.1k 68.78
2023-03-31 $200k 3.0k 66.07
2022-12-31 $10M 158k 64.72
2022-09-30 $14M 246k 57.82
2022-06-30 $126k 2.1k 60.46
2022-03-31 $360k 5.1k 70.46
2021-12-31 $357k 5.0k 71.10
2021-09-30 $25M 372k 66.23
2021-06-30 $25M 374k 67.52
2021-03-31 $8.1M 124k 65.43
2020-12-31 $5.8M 105k 55.50
2020-09-30 $76k 1.8k 43.23
2020-06-30 $86k 2.0k 42.60
2020-03-31 $3.2M 92k 35.26
2019-12-31 $4.1M 75k 54.78
2018-12-31 $4.0k 98 40.82
2018-09-30 $30k 550 54.55
2018-06-30 $57k 1.1k 52.01
2018-03-31 $63k 629 100.16
2017-12-31 $80k 775 103.23
2017-09-30 $57k 574 99.30
2017-06-30 $118k 1.2k 96.17
2017-03-31 $3.3M 34k 96.33
2016-12-31 $2.8M 29k 93.98
2016-09-30 $3.7M 43k 86.37
2016-06-30 $3.3M 40k 82.74
2016-03-31 $1.8M 22k 80.33
2015-12-31 $727k 9.6k 76.04
2015-09-30 $644k 8.4k 76.59
2015-06-30 $2.6M 31k 86.01
2015-03-31 $2.2M 25k 87.09
2014-12-31 $2.9M 35k 85.28
2014-09-30 $2.4M 29k 82.08
2014-06-30 $2.5M 29k 86.28
2014-03-31 $2.1M 26k 82.00
2013-12-31 $2.4M 31k 79.08

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds Capital 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
Klingman & Associates
First Pacific Financial
First National Trust Company
Wells Fargo & Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value