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SPDR DJ Wilshire Mid Cap Value shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment 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 Future Financial Wealth Managment 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 Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 210 79.46
2024-03-31 $16k 210 76.00
2022-03-31 $15k 210 71.43
2021-12-31 $15k 210 71.43

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Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
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View all positions for Future Financial Wealth Managment

Top funds holding SPDR DJ Wilshire Mid Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Lutz Financial Services
Financial Advisory Service
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
Klingman & Associates
Asset Dedication
GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Value