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SPDR DJ Wilshire Mid Cap shares owned by Benchmark Financial

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

Historical chart of Benchmark Financial 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 Benchmark Financial 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 Benchmark Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 63k 57.91

More positions owned by Benchmark Financial

Spdr Series Trust State Street Spd (SPYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SJNK)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Benchmark Financial

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
Texas Permanent School Fund
AlTi Global
Envestnet Asset Management
Facet Wealth
HighTower Advisors
Northwestern Mutual Wealth Management Company
First Command Advisory Services
Mason Street Advisors
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap