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SPDR DJ Wilshire Mid Cap shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $256k 5.3k 48.72
2023-09-30 $235k 5.4k 43.79
2023-06-30 $248k 5.4k 45.89

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Adobe Systems Incorporated (ADBE)
Boeing Company (BA)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Balboa Wealth Partners

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
AlTi Global
ValMark Advisers
CWM
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Syntegra Private Wealth Group
Private Advisor
Atlas Private Wealth Advisors
Advisor Group Holdings
Cornerstone Wealth Management
Wells Fargo & Company
Great Valley Advisor Group

View all funds holding SPDR DJ Wilshire Mid Cap