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SPDR DJ Wilshire Mid Cap Value shares owned by Gibbs Wealth Management

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

Historical chart of Gibbs Wealth 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 Gibbs Wealth Management 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 Gibbs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 2.9k 83.40
2025-06-30 $276k 3.5k 79.47
2025-03-31 $212k 2.7k 77.04
2024-03-31 $966k 13k 76.00

More positions owned by Gibbs Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Gibbs Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

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

View all funds holding SPDR DJ Wilshire Mid Cap Value