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SPDR DJ Wilshire Mid Cap Value shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 64k 83.41
2025-06-30 $6.9M 87k 79.43

More positions owned by Personal Resources Investment & Strategic Management

Vanguard Value Etf Etf (VTV)
Dimensional International Value Etf Etf (DFIV)
First Trust Wcm International Equity Etf Etf (WCMI)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Active Value Etf Etf (JAVA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr S&p China Etf Etf (GXC)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Personal Resources Investment & Strategic Management

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