LongView Wealth Management »

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

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

Historical chart of LongView 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 LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $536k 6.7k 79.46
2024-06-30 $491k 6.7k 72.94
2024-03-31 $510k 6.7k 76.00
2023-12-31 $447k 6.2k 72.04

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Ishares Tr Morningstar Grwt (ILCG)
Genuine Parts Company (GPC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

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

View all funds holding SPDR DJ Wilshire Mid Cap Value