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SPDR DJ Wilshire Mid Cap Value shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Squared Financial 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 Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 22k 85.15
2025-12-31 $1.7M 20k 84.65
2025-09-30 $1.6M 19k 83.41
2025-06-30 $1.4M 17k 79.43

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Top funds holding SPDR DJ Wilshire Mid Cap Value

NorthRock Partners
Financial Engines Advisors L.L.C
LPL Financial
Honkamp Krueger Financial Services
AE Wealth Management
Lutz Financial Services
Financial Advisory Service
Tiaa Trust, National Association
Wells Fargo & Company
Canandaigua National Bank and Trust Company
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
Klingman & Associates
First Pacific Financial
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value