SPDR DJ Wilshire Mid Cap Value shares owned by Appleton Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in SPDR DJ Wilshire Mid Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $223k | 2.8k | 79.56 |
| 2024-06-30 | $206k | 2.8k | 72.84 |
| 2024-03-31 | $232k | 3.1k | 75.87 |
| 2023-12-31 | $261k | 3.6k | 73.46 |
| 2023-09-30 | $230k | 3.6k | 64.73 |
| 2023-06-30 | $294k | 4.3k | 68.85 |
| 2023-03-31 | $283k | 4.3k | 65.97 |
| 2022-12-31 | $278k | 4.3k | 64.80 |
| 2022-09-30 | $250k | 4.3k | 57.87 |
| 2022-06-30 | $261k | 4.3k | 60.42 |
| 2022-03-31 | $311k | 4.4k | 70.36 |
| 2021-12-31 | $314k | 4.4k | 71.04 |
| 2021-09-30 | $294k | 4.4k | 66.14 |
| 2021-06-30 | $300k | 4.4k | 67.49 |
| 2021-03-31 | $291k | 4.4k | 65.47 |
| 2020-12-31 | $230k | 4.1k | 55.49 |
| 2020-09-30 | $204k | 4.7k | 43.31 |
| 2020-06-30 | $234k | 5.5k | 42.66 |
| 2020-03-31 | $277k | 7.9k | 35.26 |
| 2019-12-31 | $463k | 8.4k | 54.83 |
| 2019-09-30 | $437k | 8.5k | 51.38 |
| 2019-06-30 | $500k | 9.7k | 51.41 |
| 2019-03-31 | $613k | 12k | 50.39 |
| 2018-12-31 | $622k | 14k | 44.37 |
| 2018-09-30 | $1.1M | 20k | 53.74 |
| 2018-06-30 | $1.3M | 24k | 52.04 |
| 2018-03-31 | $1.8M | 18k | 99.46 |
| 2017-12-31 | $2.7M | 26k | 102.83 |
| 2017-09-30 | $3.1M | 32k | 99.01 |
| 2017-06-30 | $2.9M | 30k | 96.30 |
| 2017-03-31 | $2.3M | 24k | 96.36 |
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