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SPDR DJ Wilshire Mid Cap Value shares owned by Milestone Asset Management Group

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

Historical chart of Milestone Asset Management Group 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 Milestone Asset Management Group 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 Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $887k 11k 83.41
2025-06-30 $819k 10k 79.43
2025-03-31 $792k 10k 77.05
2024-12-31 $809k 10k 80.20

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View all positions for Milestone Asset Management Group

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