SPDR DJ Wilshire Mid Cap Value shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth 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 Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Kestra Private Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $971k | 12k | 79.46 |
2024-06-30 | $866k | 12k | 72.94 |
2024-03-31 | $883k | 12k | 76.00 |
2023-12-31 | $851k | 12k | 73.38 |
2023-09-30 | $712k | 11k | 64.86 |
2023-06-30 | $732k | 11k | 68.78 |
2023-03-31 | $704k | 11k | 66.08 |
2022-12-31 | $689k | 11k | 64.72 |
2022-09-30 | $616k | 11k | 57.86 |
2022-06-30 | $644k | 11k | 60.49 |
2022-03-31 | $749k | 11k | 70.36 |
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