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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.7M 92k 94.85
2026-03-31 $321k 3.8k 85.15

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Apple Call Option (Principal) (AAPL)
NVIDIA Corporation Call Option (Principal) (NVDA)
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Alphabet Cap Stk Cl C Put Option (Principal) (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Mission Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

NorthRock Partners
Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
LPL Financial
AE Wealth Management
Honkamp Krueger Financial Services
Lutz Financial Services
Morgan Stanley
Financial Advisory Service
Pacific Life Fund Advisors
Tiaa-cref Individual & Institutional Services
Cetera Investment Advisers
Convergence Financial
Canandaigua National Bank and Trust Company
Equitable Holdings

View all funds holding SPDR DJ Wilshire Mid Cap Value