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SPDR DJ Wilshire Mid Cap Value shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 45k 79.46
2024-06-30 $3.3M 46k 71.94
2024-03-31 $3.7M 48k 76.00
2023-12-31 $3.6M 49k 73.38

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View all positions for CI Private Wealth

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