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SPDR DJ Wilshire Mid Cap Value shares owned by Continuum Advisory

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

Historical chart of Continuum 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 Continuum 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $239k 3.2k 73.98
2022-12-31 $325k 5.0k 64.72
2021-06-30 $471k 7.0k 67.58

More positions owned by Continuum Advisory

Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Continuum Advisory

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Advisor Group Holdings
Stifel Financial
Townsquare Capital
Tiaa Trust, National Association
Benjamin F. Edwards & Company
Lutz Financial Services
NorthRock Partners
Financial Advisory Service
Orion Portfolio Solutions
Klingman & Associates
First Pacific Financial
First National Trust Company
Wells Fargo & Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value