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SPDR DJ Wilshire Mid Cap Value shares owned by Note Advisors

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

Historical chart of Note 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 Note 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 Note Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 2.5k 83.41
2024-12-31 $200k 2.5k 80.20

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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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View all positions for Note Advisors

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
NorthRock Partners
Financial Engines Advisors L.L.C
LPL Financial
Honkamp Krueger Financial Services
Morgan Stanley
Lutz Financial Services
AE Wealth Management
Financial Advisory Service
Stifel Financial
Tiaa Trust, National Association
Wells Fargo & Company
Benjamin Edwards
Canandaigua National Bank and Trust Company
Klingman & Associates

View all funds holding SPDR DJ Wilshire Mid Cap Value