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SPDR DJ Wilshire Mid Cap shares owned by Breakwater Capital Group

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

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 5.8k 54.68

More positions owned by Breakwater Capital Group

Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

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