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SPDR DJ Wilshire Mid Cap shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management 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 Investment Management 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 Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2k 90 57.91
2025-09-30 $5.1k 90 57.20
2025-06-30 $4.9k 90 54.39
2025-03-31 $4.6k 90 51.19
2024-12-31 $4.9k 90 54.70
2024-09-30 $875 16 54.69