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SPDR DJ Wilshire Mid Cap Value shares owned by Brian McDonald

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

Historical chart of Brian McDonald 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 Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-06-30 $470k 6.4k 72.94
2024-03-31 $755k 9.9k 76.00
2023-09-30 $1.1M 17k 64.87

More positions owned by Brian McDonald

Lilly Eli & Co Common (LLY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Nvidia Corp Common (NVDA)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Alphabet Inc Cl A Common (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Ishares Tr Russell 1000 Growth Common (IWF)
Facebook Common (META)
Alphabet Inc Cl C Common (GOOG)
Home Depot Common (HD)
Ishares Tr 1000 Etf Common (IWB)
Exxon Mobil Corporation Common (XOM)

View all positions for Brian McDonald

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
LPL Financial
Lutz Financial Services
Tiaa Trust, National Association
Stifel Financial
Financial Advisory Service
Kestra Advisory Services
NorthRock Partners
Strategic Financial Concepts
Morgan Stanley
Benjamin F. Edwards & Company
Wells Fargo & Company
Canandaigua National Bank and Trust Company
First Pacific Financial
Klingman & Associates

View all funds holding SPDR DJ Wilshire Mid Cap Value