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SPDR DJ Wilshire Mid Cap shares owned by Berkeley Capital Partners

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

Historical chart of Berkeley Capital 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 Berkeley Capital 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 Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 128k 53.34

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard World Industrial Etf (VIS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mid Cap Etf (VO)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for Berkeley Capital Partners

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
AlTi Global
ValMark Advisers
CWM
Morgan Stanley
HighTower Advisors
Bridgeworth
RFG Advisory
Bank of America Corporation
Private Advisor
Auto-Owners Insurance
Advisor Group Holdings
Great Valley Advisor Group

View all funds holding SPDR DJ Wilshire Mid Cap