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

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 2.8k 73.37
2023-09-30 $231k 3.6k 64.86
2023-06-30 $264k 3.8k 68.78
2023-03-31 $312k 4.8k 64.85
2022-12-31 $282k 4.4k 64.72
2022-09-30 $321k 5.6k 57.78
2022-06-30 $553k 9.1k 60.55
2022-03-31 $590k 8.4k 70.47
2021-12-31 $296k 4.2k 71.02
2021-09-30 $624k 9.4k 66.24
2021-06-30 $1.4M 21k 67.52