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SPDR DJ Wilshire Mid Cap shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks 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 by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $741k 14k 53.34
2023-12-31 $696k 14k 48.72
2023-09-30 $625k 14k 43.79
2023-06-30 $684k 15k 45.89
2023-03-31 $689k 16k 43.94