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SPDR DJ Wilshire Mid Cap Value shares owned by Centricity Wealth Management

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

Historical chart of Centricity 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 Centricity 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $59k 741 79.43
2025-03-31 $57k 741 77.05
2024-12-31 $59k 741 80.20

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View all positions for Centricity Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

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Financial Engines Advisors L.L.C
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Honkamp Krueger Financial Services
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
First Pacific Financial
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value