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SPDR DJ Wilshire Mid Cap shares owned by Beckerman Institutional

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

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 6.1k 54.76

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Doubleline Etf Trust Opportunistic Bd (DBND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Beckerman Institutional

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
LPL Financial
ValMark Advisers
CWM
AlTi Global
HighTower Advisors
Morgan Stanley
RFG Advisory
Envestnet Asset Management
Atlas Private Wealth Advisors
Great Valley Advisor Group
Private Advisor
Northwestern Mutual Wealth Management Company
Savant Capital Management
Auto-Owners Insurance

View all funds holding SPDR DJ Wilshire Mid Cap