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SPDR DJ Wilshire Mid Cap Value shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 129k 85.15

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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
Convergence Financial
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
Canandaigua National Bank and Trust Company
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value