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SPDR DJ Wilshire Mid Cap Value shares owned by Centennial Wealth Advisory

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

Historical chart of Centennial Wealth 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 Centennial Wealth Advisory 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 Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 18k 80.21
2024-09-30 $311k 3.9k 79.49
2024-06-30 $254k 3.5k 72.96
2024-03-31 $222k 2.9k 76.01
2023-12-31 $2.1M 29k 73.38
2022-12-31 $3.2M 50k 64.72
2022-09-30 $207k 3.6k 57.82
2022-03-31 $3.7M 53k 70.39
2020-12-31 $488k 8.8k 55.47

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
American Centy Etf Tr Avantis Core Fi (AVIG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Centennial Wealth 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
Financial Advisory Service
Stifel Financial
Kestra Advisory Services
NorthRock Partners
Benjamin Edwards
Wells Fargo & Company
AE Wealth Management
Canandaigua National Bank and Trust Company
First Pacific Financial
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value