Capital A Wealth Management »

SPDR DJ Wilshire Mid Cap Value shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management 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 Capital A Wealth Management 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $46k 623 73.38
2025-03-31 $4.7k 61 77.05
2024-12-31 $1.8k 22 80.18

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

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

View all funds holding SPDR DJ Wilshire Mid Cap Value