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SPDR DJ Wilshire Mid Cap Value shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $529k 6.6k 80.20

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View all positions for Falcon Wealth Planning

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
NorthRock Partners
LPL Financial
Susquehanna International
Tiaa Trust, National Association
Lutz Financial Services
Stifel Financial
Morgan Stanley
Benjamin Edwards
Kestra Advisory Services
Financial Advisory Service
AE Wealth Management
Wells Fargo & Company
Canandaigua National Bank and Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value