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SPDR DJ Wilshire Mid Cap Value shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital Management 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 Tradewinds Capital Management 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $180k 2.3k 79.46
2024-06-30 $183k 2.5k 72.94
2024-03-31 $17M 221k 76.00
2023-12-31 $157k 2.1k 73.39
2023-09-30 $139k 2.1k 64.85
2023-06-30 $146k 2.1k 68.78
2023-03-31 $200k 3.0k 66.07
2022-12-31 $10M 158k 64.72
2022-09-30 $14M 246k 57.82
2022-06-30 $126k 2.1k 60.46
2022-03-31 $360k 5.1k 70.46
2021-12-31 $357k 5.0k 71.10
2021-09-30 $25M 372k 66.23
2021-06-30 $25M 374k 67.52
2021-03-31 $8.1M 124k 65.43
2020-12-31 $5.8M 105k 55.50
2020-09-30 $76k 1.8k 43.23
2020-06-30 $86k 2.0k 42.60
2020-03-31 $3.2M 92k 35.26
2019-12-31 $4.1M 75k 54.78
2018-12-31 $4.0k 98 40.82
2018-09-30 $30k 550 54.55
2018-06-30 $57k 1.1k 52.01
2018-03-31 $63k 629 100.16
2017-12-31 $80k 775 103.23
2017-09-30 $57k 574 99.30
2017-06-30 $118k 1.2k 96.17
2017-03-31 $3.3M 34k 96.33
2016-12-31 $2.8M 29k 93.98
2016-09-30 $3.7M 43k 86.37
2016-06-30 $3.3M 40k 82.74
2016-03-31 $1.8M 22k 80.33
2015-12-31 $727k 9.6k 76.04
2015-09-30 $644k 8.4k 76.59
2015-06-30 $2.6M 31k 86.01
2015-03-31 $2.2M 25k 87.09
2014-12-31 $2.9M 35k 85.28
2014-09-30 $2.4M 29k 82.08
2014-06-30 $2.5M 29k 86.28
2014-03-31 $2.1M 26k 82.00
2013-12-31 $2.4M 31k 79.08

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr Msci India Etf (INDA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Ishares Msci Spain Etf (EWP)
Select Sector Spdr Tr Indl (XLI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Tradewinds Capital Management

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