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SPDR DJ Wilshire Mid Cap shares owned by Alta Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Alta Wealth Advisors from 13F filings

Historical chart of Alta Wealth Advisors investment in SPDR DJ Wilshire Mid Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Alta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 202k 54.68
2024-06-30 $9.6M 187k 51.30
2024-03-31 $10M 188k 53.34
2023-12-31 $8.8M 181k 48.72
2023-09-30 $3.5M 80k 43.79
2023-06-30 $2.2M 48k 45.89
2023-03-31 $2.0M 46k 43.94
2022-12-31 $1.8M 42k 42.50
2022-09-30 $1.4M 36k 38.57
2022-06-30 $1.3M 32k 39.69
2022-03-31 $1.2M 26k 47.15
2021-12-31 $939k 19k 49.72