SPDR DJ Wilshire Mid Cap Value shares owned by Confluence Investment Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in SPDR DJ Wilshire Mid Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 188k | 83.41 |
| 2025-06-30 | $25M | 308k | 79.43 |
| 2025-03-31 | $19M | 244k | 77.05 |
| 2024-12-31 | $20M | 252k | 80.20 |
| 2024-09-30 | $18M | 220k | 79.46 |
| 2024-06-30 | $16M | 212k | 72.94 |
| 2024-03-31 | $25M | 326k | 76.00 |
| 2023-12-31 | $24M | 332k | 73.38 |
| 2023-09-30 | $39M | 604k | 64.86 |
| 2023-06-30 | $42M | 607k | 68.78 |
| 2023-03-31 | $43M | 652k | 66.08 |
| 2022-12-31 | $40M | 622k | 64.72 |
| 2022-09-30 | $8.1M | 141k | 57.82 |
| 2022-06-30 | $7.9M | 131k | 60.50 |
| 2022-03-31 | $18M | 249k | 70.38 |
| 2021-12-31 | $15M | 205k | 71.10 |
| 2021-09-30 | $8.3M | 126k | 66.23 |
| 2021-06-30 | $6.3M | 93k | 67.52 |
| 2021-03-31 | $8.1M | 124k | 65.43 |
| 2020-12-31 | $13M | 233k | 55.50 |
| 2020-09-30 | $17M | 397k | 43.39 |
| 2020-06-30 | $12M | 281k | 42.63 |
| 2020-03-31 | $9.9M | 281k | 35.26 |
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