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SPDR DJ Wilshire Mid Cap Value shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $182k 2.3k 79.46
2024-06-30 $167k 2.3k 72.94
2024-03-31 $174k 2.3k 76.00
2023-12-31 $168k 2.3k 73.38
2023-09-30 $148k 2.3k 64.86

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for DHJJ Financial Advisors

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
Financial Advisory Service
Stifel Financial
Kestra Advisory Services
NorthRock Partners
Benjamin Edwards
Wells Fargo & Company
AE Wealth Management
Canandaigua National Bank and Trust Company
First Pacific Financial
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value