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SPDR DJ Wilshire Mid Cap Value shares owned by SJA Financial Advisory

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by SJA Financial Advisory from 13F filings

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $719k 9.1k 79.46
2024-06-30 $657k 9.0k 72.94
2024-03-31 $690k 9.1k 76.00
2023-12-31 $649k 8.8k 73.38
2023-09-30 $616k 9.5k 64.86
2023-06-30 $651k 9.5k 68.78
2023-03-31 $615k 9.3k 66.08
2022-12-31 $601k 9.3k 64.72
2022-09-30 $580k 10k 57.82
2022-06-30 $582k 9.6k 60.51
2022-03-31 $682k 9.7k 70.40
2021-12-31 $700k 9.8k 71.12
2021-09-30 $656k 9.9k 66.21
2021-06-30 $659k 9.8k 67.49
2021-03-31 $611k 9.3k 65.41
2020-12-31 $664k 12k 55.46
2020-09-30 $566k 13k 43.37
2020-06-30 $584k 14k 42.65
2020-03-31 $887k 25k 35.26
2019-12-31 $1.2M 21k 54.78
2019-09-30 $1.1M 21k 51.33
2019-06-30 $1.1M 21k 51.35
2019-03-31 $947k 19k 50.36
2018-12-31 $436k 9.8k 44.31
2018-09-30 $508k 9.5k 53.75
2018-06-30 $510k 9.8k 52.04
2018-03-31 $477k 4.8k 99.46
2017-12-31 $493k 4.8k 102.82

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Reit Index Etf Etf (VNQ)

View all positions for SJA Financial Advisory

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