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SPDR DJ Wilshire Mid Cap Value shares owned by Asset Dedication

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in SPDR DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 285k 79.46
2024-06-30 $21M 281k 72.94
2024-03-31 $21M 270k 76.01
2023-12-31 $20M 273k 73.37
2023-09-30 $18M 284k 64.86
2023-06-30 $19M 280k 68.80
2023-03-31 $17M 260k 66.09
2022-12-31 $17M 256k 64.73
2022-09-30 $15M 254k 57.81
2022-06-30 $16M 264k 60.47
2022-03-31 $18M 253k 70.31
2021-12-31 $18M 250k 71.07
2021-09-30 $14M 216k 66.18
2021-06-30 $14M 214k 67.55
2021-03-31 $7.5M 115k 65.42
2020-12-31 $10M 182k 55.43
2020-09-30 $7.3M 168k 43.40
2020-06-30 $4.9M 114k 42.64
2020-03-31 $2.8M 81k 35.20
2019-12-31 $4.4M 81k 54.79
2019-09-30 $3.5M 67k 51.34
2019-06-30 $3.4M 67k 51.37
2019-03-31 $3.8M 75k 50.48
2018-12-31 $4.4M 99k 44.33
2018-09-30 $5.7M 107k 53.74
2018-06-30 $5.0M 96k 51.93
2018-03-31 $3.8M 39k 99.21
2017-12-31 $2.3M 22k 102.62
2017-09-30 $2.1M 21k 98.79
2017-06-30 $1.6M 16k 95.95
2017-03-31 $1.5M 16k 96.17
2016-12-31 $1.5M 16k 93.91
2016-09-30 $1.4M 18k 80.46
2016-06-30 $1.4M 18k 80.46
2016-03-31 $1.4M 18k 80.33
2015-12-31 $1.3M 17k 76.01

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View all positions for Asset Dedication

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
LPL Financial
Lutz Financial Services
Tiaa Trust, National Association
Stifel Financial
Financial Advisory Service
Kestra Advisory Services
NorthRock Partners
Benjamin Edwards
Morgan Stanley
Wells Fargo & Company
Benjamin F. Edwards & Company
AE Wealth Management
Canandaigua National Bank and Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value