Southeast Asset Advisors »

SPDR DJ Wilshire Mid Cap shares owned by Southeast Asset Advisors

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

Historical chart of Southeast Asset 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 Southeast Asset Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Southeast Asset Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 23k 43.79
2023-06-30 $1.1M 23k 45.89

More positions owned by Southeast Asset Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Flowers Foods (FLO)
Apple (AAPL)
Cnx Resources Corporation (CNX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Coca-Cola Company (KO)
Chevron Corporation (CVX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
AFLAC Incorporated (AFL)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Johnson & Johnson (JNJ)

View all positions for Southeast Asset 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