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SPDR DJ Wilshire Mid Cap shares owned by Austin Private Wealth

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

Historical chart of Austin Private Wealth 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 Austin Private 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 by Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $708k 14k 52.53
2023-12-31 $542k 11k 48.72
2023-09-30 $512k 12k 43.79
2023-06-30 $516k 11k 45.89
2023-03-31 $469k 11k 43.94
2022-12-31 $306k 7.2k 42.50

More positions owned by Austin Private Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Austin Private Wealth

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
AlTi Global
ValMark Advisers
CWM
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Private Advisor
Auto-Owners Insurance
Advisor Group Holdings
Great Valley Advisor Group
Cornerstone Wealth Management
Wealthcare Advisory Partners

View all funds holding SPDR DJ Wilshire Mid Cap