SPDR DJ Wilshire Mid Cap shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 30k | 53.34 |
| 2023-12-31 | $1.5M | 30k | 48.72 |
| 2023-09-30 | $1.2M | 27k | 43.79 |
| 2023-06-30 | $1.2M | 26k | 45.89 |
| 2023-03-31 | $1.0M | 24k | 43.94 |
| 2022-12-31 | $870k | 21k | 42.50 |
| 2022-09-30 | $730k | 19k | 38.57 |
| 2022-06-30 | $754k | 19k | 39.68 |
| 2022-03-31 | $882k | 19k | 47.17 |
| 2021-12-31 | $945k | 19k | 49.74 |
| 2021-09-30 | $877k | 19k | 46.16 |
| 2021-06-30 | $906k | 19k | 47.19 |
| 2021-03-31 | $879k | 19k | 45.78 |
| 2020-12-31 | $776k | 19k | 40.42 |
| 2020-09-30 | $643k | 20k | 32.64 |
| 2020-06-30 | $643k | 21k | 31.21 |
| 2020-03-31 | $509k | 20k | 25.32 |
| 2019-12-31 | $757k | 21k | 36.22 |
| 2019-09-30 | $715k | 21k | 33.89 |
| 2019-06-30 | $719k | 21k | 34.08 |
| 2019-03-31 | $697k | 21k | 33.35 |
| 2018-12-31 | $426k | 15k | 29.38 |
| 2018-09-30 | $222k | 6.2k | 36.10 |
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