SPDR DJ Wilshire Mid Cap Value shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in SPDR DJ Wilshire Mid Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $253k | 3.2k | 79.46 |
| 2024-06-30 | $233k | 3.2k | 72.94 |
| 2024-03-31 | $257k | 3.4k | 76.00 |
| 2023-12-31 | $248k | 3.4k | 73.38 |
| 2023-09-30 | $312k | 4.8k | 64.86 |
| 2023-06-30 | $478k | 6.9k | 68.78 |
| 2023-03-31 | $675k | 10k | 66.08 |
| 2022-12-31 | $715k | 11k | 64.72 |
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