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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
2024-03-31 $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

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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
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)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Advisor Group Holdings
Stifel Financial
Townsquare Capital
Benjamin F. Edwards & Company
Tiaa Trust, National Association
Lutz Financial Services
NorthRock Partners
Financial Advisory Service
Orion Portfolio Solutions
First Pacific Financial
Klingman & Associates
First National Trust Company
Wells Fargo & Company
Asset Dedication

View all funds holding SPDR DJ Wilshire Mid Cap Value