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SPDR DJ Wilshire Mid Cap shares owned by Capital & Planning

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

Historical chart of Capital & Planning 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 Capital & Planning 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 Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $73k 1.2k 59.24
2024-12-31 $55k 997 54.73

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View all positions for Capital & Planning

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
Envestnet Asset Management
UBS Group
Morgan Stanley
AlTi Global
Facet Wealth
CWM
HighTower Advisors
Northwestern Mutual Wealth Management Company
Bank of America Corporation
First Command Advisory Services
Mason Street Advisors

View all funds holding SPDR DJ Wilshire Mid Cap