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SPDR DJ Wilshire Mid Cap shares owned by Retirement Income Solutions

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

Historical chart of Retirement Income Solutions 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 Retirement Income Solutions 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 Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 251k 53.34
2023-12-31 $12M 246k 48.72
2023-09-30 $11M 239k 43.79
2023-06-30 $11M 239k 45.89
2023-03-31 $10M 237k 43.94
2022-12-31 $9.7M 228k 42.50
2022-09-30 $8.7M 223k 38.82
2022-06-30 $8.8M 223k 39.69
2022-03-31 $13M 267k 47.16
2021-12-31 $13M 257k 49.74
2021-09-30 $8.5M 185k 46.16
2021-06-30 $8.4M 179k 47.21
2021-03-31 $5.3M 115k 45.76
2020-12-31 $4.1M 102k 40.40
2020-09-30 $2.0M 62k 32.63
2020-06-30 $988k 32k 31.26
2020-03-31 $794k 31k 25.33
2019-12-31 $1.8M 49k 36.22

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)

View all positions for Retirement Income Solutions

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