SPDR DJ Wilshire Mid Cap Value shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in SPDR DJ Wilshire Mid Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 127k | 79.46 |
| 2024-06-30 | $16M | 217k | 72.94 |
| 2024-03-31 | $16M | 211k | 76.00 |
| 2023-12-31 | $15M | 204k | 73.38 |
| 2023-09-30 | $13M | 200k | 64.86 |
| 2023-06-30 | $14M | 197k | 68.78 |
| 2023-03-31 | $13M | 189k | 66.08 |
| 2022-12-31 | $12M | 182k | 64.72 |
| 2022-09-30 | $11M | 186k | 57.82 |
| 2022-06-30 | $11M | 187k | 60.50 |
| 2022-03-31 | $13M | 184k | 70.67 |
| 2021-12-31 | $13M | 177k | 71.10 |
| 2021-09-30 | $11M | 171k | 66.23 |
| 2021-06-30 | $11M | 163k | 67.52 |
| 2021-03-31 | $10M | 157k | 65.43 |
| 2020-12-31 | $8.7M | 156k | 55.50 |
| 2020-09-30 | $6.5M | 150k | 43.39 |
| 2020-06-30 | $6.1M | 143k | 42.63 |
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