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SPDR DJ Wilshire Mid Cap Value shares owned by MONECO Advisors

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

Historical chart of MONECO Advisors 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 MONECO Advisors 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 MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 14k 76.00
2023-12-31 $955k 13k 73.38
2023-09-30 $840k 13k 64.86
2023-06-30 $851k 12k 68.78
2023-03-31 $446k 6.7k 66.08

More positions owned by MONECO Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for MONECO Advisors

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Advisor Group Holdings
Stifel Financial
Townsquare Capital
Tiaa Trust, National Association
Benjamin F. Edwards & Company
Lutz Financial Services
NorthRock Partners
Financial Advisory Service
Orion Portfolio Solutions
Klingman & Associates
First Pacific Financial
First National Trust Company
Wells Fargo & Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value