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Confluence Wealth Services »

SPDR DJ Wilshire Mid Cap Value shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$461k	5.8k	79.46
2024-06-30	$1.3M	17k	72.94
2024-03-31	$563k	7.4k	76.00

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

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Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

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Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

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