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SPDR DJ Wilshire Mid Cap shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $57k 1.0k 57.18
2025-06-30 $47k 868 54.40
2025-03-31 $47k 908 51.21
2024-12-31 $4.9k 90 54.69
2024-09-30 $4.9k 90 54.68
2024-06-30 $4.1k 80 51.30
2024-03-31 $14k 255 53.34
2023-12-31 $13k 265 48.72
2023-09-30 $24k 536 43.79
2023-06-30 $24k 529 45.89
2023-03-31 $21k 476 43.94