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SPDR DJ Wilshire Mid Cap Value shares owned by Sacks & Associates

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

Historical chart of Sacks & Associates 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 Sacks & Associates 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 Sacks & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.4M 47k 95.00
2026-03-31 $4.3M 51k 85.15
2025-12-31 $4.6M 54k 84.65

More positions owned by Sacks & Associates

Ishares Tr S&p 500 Val Etf (IVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Spdr Series Trust St Str Blo 1 Etf (BIL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr Series Trust St Str Sp400val (MDYV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Spdr Series Trust ST STR SP400GRW (MDYG)

View all positions for Sacks & Associates

Top funds holding SPDR DJ Wilshire Mid Cap Value

NorthRock Partners
Financial Engines Advisors L.L.C
LPL Financial
AE Wealth Management
Honkamp Krueger Financial Services
Lutz Financial Services
Morgan Stanley
Financial Advisory Service
Pacific Life Fund Advisors
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company
Convergence Financial
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value