SPDR DJ Wilshire Mid Cap Value shares owned by KWB Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth 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 KWB Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 189k | 76.00 |
| 2023-12-31 | $14M | 195k | 73.38 |
| 2023-09-30 | $9.4M | 136k | 68.78 |
| 2023-06-30 | $9.5M | 138k | 68.78 |
| 2023-03-31 | $19M | 299k | 64.72 |
| 2022-12-31 | $19M | 295k | 64.72 |
| 2022-09-30 | $17M | 297k | 57.82 |
| 2022-06-30 | $15M | 246k | 60.50 |
| 2022-03-31 | $24M | 337k | 71.10 |
| 2021-12-31 | $24M | 337k | 71.10 |
| 2021-09-30 | $22M | 331k | 66.23 |
| 2021-06-30 | $20M | 302k | 65.43 |
| 2021-03-31 | $20M | 304k | 65.43 |
| 2020-12-31 | $10M | 187k | 55.50 |
Top funds holding SPDR DJ Wilshire Mid Cap Value
View all funds holding SPDR DJ Wilshire Mid Cap Value