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SPDR DJ Wilshire Mid Cap Value shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 97k 79.46
2024-06-30 $7.8M 100k 77.87
2024-03-31 $7.8M 103k 76.00
2023-12-31 $7.8M 106k 73.38
2023-09-30 $7.1M 110k 64.86
2023-06-30 $7.7M 112k 68.78
2023-03-31 $7.2M 110k 66.08
2022-12-31 $7.3M 113k 64.72
2022-09-30 $5.8M 100k 57.82
2022-06-30 $6.1M 102k 60.50
2022-03-31 $6.9M 98k 70.38
2021-12-31 $6.6M 131k 50.37
2021-09-30 $7.0M 106k 66.23
2021-06-30 $7.1M 105k 67.52
2021-03-31 $7.6M 116k 65.43
2020-12-31 $7.1M 129k 55.50
2020-09-30 $6.1M 141k 43.39
2020-06-30 $6.1M 143k 42.63
2020-03-31 $4.9M 138k 35.26
2019-12-31 $8.4M 154k 54.78
2019-09-30 $7.7M 151k 51.32
2019-06-30 $7.1M 139k 51.37
2019-03-31 $6.6M 131k 50.37
2018-12-31 $5.5M 123k 44.36

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

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