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SPDR DJ Wilshire Mid Cap Value shares owned by Vance Wealth

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

Historical chart of Vance Wealth 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 Vance Wealth 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 Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 2.7k 79.46
2024-03-31 $202k 2.7k 76.00
2023-06-30 $224k 3.3k 68.78
2023-03-31 $215k 3.3k 66.08
2022-12-31 $211k 3.3k 64.72

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View all positions for Vance Wealth

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
Financial Advisory Service
Stifel Financial
Kestra Advisory Services
NorthRock Partners
Benjamin Edwards
Wells Fargo & Company
AE Wealth Management
Canandaigua National Bank and Trust Company
First Pacific Financial
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value