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SPDR DJ Wilshire Mid Cap shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 45k 53.34
2023-12-31 $1.2M 24k 48.72

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

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
Auto-Owners Insurance
Advisor Group Holdings
Great Valley Advisor Group
Cornerstone Wealth Management
Wells Fargo & Company

View all funds holding SPDR DJ Wilshire Mid Cap