SPDR DJ Wilshire Mid Cap shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth 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 Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $33M | 614k | 53.34 |
| 2023-12-31 | $29M | 601k | 48.72 |
| 2023-09-30 | $26M | 582k | 43.79 |
| 2023-06-30 | $26M | 566k | 46.06 |
| 2023-03-31 | $25M | 566k | 43.94 |
| 2022-12-31 | $23M | 547k | 42.50 |
| 2022-09-30 | $21M | 535k | 38.56 |
| 2022-06-30 | $21M | 538k | 39.69 |
| 2022-03-31 | $24M | 510k | 47.16 |
| 2021-12-31 | $25M | 495k | 49.74 |
| 2021-09-30 | $22M | 466k | 46.16 |
| 2021-06-30 | $22M | 460k | 47.21 |
| 2021-03-31 | $20M | 426k | 45.76 |
| 2020-12-31 | $17M | 428k | 40.40 |
| 2020-09-30 | $14M | 418k | 32.63 |
| 2020-06-30 | $13M | 419k | 31.25 |
| 2020-03-31 | $9.3M | 368k | 25.33 |
| 2019-12-31 | $12M | 337k | 36.23 |
| 2019-09-30 | $12M | 339k | 33.89 |
| 2019-06-30 | $11M | 323k | 34.07 |
| 2019-03-31 | $10M | 303k | 34.52 |
| 2018-12-31 | $8.5M | 290k | 29.42 |
| 2018-09-30 | $9.3M | 258k | 36.15 |
| 2018-06-30 | $8.5M | 243k | 34.88 |
| 2018-03-31 | $7.8M | 236k | 33.16 |
| 2017-12-31 | $2.2M | 66k | 33.36 |