SPDR DJ Wilshire Mid Cap shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.7M | 29k | 59.14 |
| 2025-12-31 | $750k | 13k | 57.90 |
| 2025-09-30 | $705k | 12k | 57.04 |
| 2025-06-30 | $494k | 9.1k | 54.36 |
| 2025-03-31 | $468k | 9.1k | 51.19 |
| 2024-12-31 | $574k | 11k | 54.70 |
| 2024-09-30 | $280k | 5.1k | 54.47 |
| 2023-06-30 | $255k | 5.5k | 45.95 |
| 2023-03-31 | $1.8B | 41k | 43939.77 |
| 2022-12-31 | $1.8B | 43k | 42500.04 |
| 2022-09-30 | $1.7M | 45k | 38.55 |
| 2022-06-30 | $1.8M | 44k | 39.69 |
| 2022-03-31 | $2.2M | 47k | 47.17 |
| 2021-12-31 | $2.4M | 47k | 49.90 |
| 2021-09-30 | $2.1M | 45k | 46.17 |
| 2021-06-30 | $2.2M | 46k | 47.14 |
| 2021-03-31 | $2.0M | 44k | 45.76 |
| 2020-12-31 | $1.6M | 39k | 40.40 |
| 2020-09-30 | $1.2M | 36k | 33.38 |
| 2019-12-31 | $1.3M | 35k | 36.23 |
| 2019-09-30 | $1.1M | 33k | 33.88 |
| 2019-06-30 | $1.1M | 32k | 34.06 |
| 2019-03-31 | $1.1M | 34k | 33.33 |
| 2018-12-31 | $1.1M | 38k | 29.41 |
| 2018-09-30 | $1.1M | 31k | 36.16 |
| 2018-06-30 | $1.1M | 32k | 34.89 |