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SPDR DJ Wilshire Mid Cap Value shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.0M 69k 72.94
2024-03-31 $209k 2.8k 76.00
2023-12-31 $245k 3.3k 73.37
2022-03-31 $330k 4.7k 70.21

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
LPL Financial
Lutz Financial Services
Tiaa Trust, National Association
Stifel Financial
Financial Advisory Service
Kestra Advisory Services
NorthRock Partners
Strategic Financial Concepts
Morgan Stanley
Benjamin F. Edwards & Company
Wells Fargo & Company
Canandaigua National Bank and Trust Company
First Pacific Financial
Klingman & Associates

View all funds holding SPDR DJ Wilshire Mid Cap Value