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SPDR DJ Wilshire Mid Cap Value shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group 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 Carter Financial Group 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 Carter Financial Group

Quarter filed Position value Share count Share price at filing
2022-03-31 $240k 3.4k 70.44

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Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B)
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Tesla Motors (TSLA)
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Exxon Mobil Corporation (XOM)

View all positions for Carter Financial Group

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