Cape Investment Advisory »

SPDR DJ Wilshire Mid Cap Value shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $889k 12k 72.94
2024-03-31 $922k 12k 76.00
2023-12-31 $901k 12k 73.38
2023-09-30 $792k 12k 64.86
2023-06-30 $837k 12k 68.78
2023-03-31 $801k 12k 66.08

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

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