SPDR DJ Wilshire Mid Cap shares owned by Beta Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 22k | 54.68 |
| 2024-06-30 | $1.1M | 21k | 51.30 |
| 2024-03-31 | $1.0M | 20k | 53.34 |
| 2023-12-31 | $977k | 20k | 48.72 |
| 2023-09-30 | $843k | 19k | 43.79 |
| 2023-06-30 | $876k | 19k | 45.89 |
| 2023-03-31 | $835k | 19k | 43.94 |
| 2022-12-31 | $806k | 19k | 42.50 |
| 2022-09-30 | $760k | 20k | 38.57 |
| 2022-06-30 | $782k | 20k | 39.69 |
| 2022-03-31 | $940k | 20k | 47.16 |