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SPDR DJ Wilshire Mid Cap shares owned by Balance Wealth

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

Historical chart of Balance 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 Balance 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 24k 57.19
2025-06-30 $1.2M 23k 54.38
2025-03-31 $1.2M 24k 51.18

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
HighTower Advisors
Envestnet Asset Management
AlTi Global
Texas Permanent School Fund
Morgan Stanley
Facet Wealth
Exchange Traded Concepts
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap