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

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

Historical chart of Minot 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 Minot Wealth Management 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 Minot Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $9.7M 160k 60.50
2022-03-31 $7.3M 104k 70.38

More positions owned by Minot Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
UnitedHealth (UNH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Home Depot (HD)
Thermo Fisher Scientific (TMO)

View all positions for Minot 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