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SPDR DJ Wilshire Mid Cap Value shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus 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 Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 14k 79.46
2024-06-30 $1.0M 14k 72.94
2024-03-31 $1.1M 14k 76.00
2023-12-31 $1.0M 14k 73.38
2023-09-30 $886k 14k 64.86
2023-06-30 $941k 14k 68.78
2023-03-31 $894k 14k 66.08
2022-12-31 $808k 13k 64.72