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SPDR DJ Wilshire Mid Cap Value shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 69k 83.41
2025-06-30 $5.5M 69k 79.43
2025-03-31 $5.3M 69k 77.05
2024-12-31 $5.6M 69k 80.20
2024-09-30 $5.5M 69k 79.46
2024-06-30 $5.1M 69k 72.94
2024-03-31 $5.5M 72k 76.00
2023-12-31 $5.3M 72k 73.38

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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