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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 204k 73.38
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