Envestnet Asset Management »

SPDR DJ Wilshire Mid Cap Value shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 248k 79.46
2024-06-30 $18M 247k 72.94
2024-03-31 $17M 228k 76.00
2023-09-30 $27M 411k 64.84
2023-06-30 $26M 377k 68.78
2023-03-31 $19M 291k 66.08
2022-12-31 $287M 4.4M 64.72
2022-09-30 $7.9M 136k 57.82
2022-06-30 $6.9M 114k 60.50
2022-03-31 $383M 5.4M 70.38
2021-12-31 $23M 328k 71.10
2021-09-30 $7.9M 120k 66.23
2021-06-30 $7.8M 116k 67.52
2021-03-31 $9.8M 150k 65.43
2020-12-31 $262M 4.7M 55.50
2020-09-30 $2.9M 66k 43.38
2020-06-30 $3.1M 72k 42.63
2020-03-31 $2.4M 67k 35.27
2019-12-31 $2.6M 48k 54.79
2019-09-30 $533M 10M 51.32
2019-06-30 $942k 18k 51.39
2019-03-31 $1.2M 24k 50.36
2018-12-31 $3.9M 88k 44.36
2018-09-30 $1.2M 23k 53.73
2018-06-30 $1.2M 23k 52.02
2018-03-31 $4.4M 44k 99.53
2017-12-31 $634k 6.2k 102.74
2017-09-30 $633k 6.4k 99.01
2017-06-30 $5.0M 52k 96.32
2017-03-31 $4.5M 47k 96.34
2016-12-31 $5.6M 60k 93.97
2016-09-30 $4.2M 49k 86.36
2016-06-30 $3.6M 44k 82.75
2016-03-31 $2.7M 34k 80.35
2015-12-31 $2.4M 31k 76.01
2015-09-30 $478k 6.2k 76.59

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

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