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SPDR DJ Wilshire Mid Cap shares owned by Compass Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in SPDR DJ Wilshire Mid Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap held by Compass 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 by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 44k 53.34
2023-12-31 $1.6M 33k 48.72
2023-09-30 $1.1M 26k 43.79
2023-06-30 $1.1M 24k 45.89
2023-03-31 $821k 19k 43.94
2022-12-31 $736k 17k 42.50