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SPDR DJ Wilshire Mid Cap shares owned by Naples Global Advisors

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

Historical chart of Naples Global 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 Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 40k 53.34
2023-12-31 $1.9M 39k 48.72
2023-09-30 $1.7M 39k 43.79
2023-06-30 $1.8M 39k 45.89
2023-03-31 $1.7M 39k 43.94
2022-12-31 $1.6M 38k 42.50
2021-06-30 $203k 4.3k 47.21

More positions owned by Naples Global Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Merck & Co (MRK)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Amgen (AMGN)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Naples Global Advisors

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
AlTi Global
ValMark Advisers
CWM
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Syntegra Private Wealth Group
Private Advisor
Advisor Group Holdings
Great Valley Advisor Group
Cornerstone Wealth Management
Wells Fargo & Company
Wealthcare Advisory Partners

View all funds holding SPDR DJ Wilshire Mid Cap