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SPDR DJ Wilshire Mid Cap Value shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 63k 72.95
2024-03-31 $4.8M 63k 76.01
2023-09-30 $2.8M 43k 64.85
2023-06-30 $3.0M 43k 68.79
2023-03-31 $5.2M 78k 66.08

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Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment Advisors

Top funds holding SPDR DJ Wilshire Mid Cap Value

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

View all funds holding SPDR DJ Wilshire Mid Cap Value