SPDR DJ Wilshire Mid Cap shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $36k | 670 | 53.34 |
| 2023-12-31 | $33k | 670 | 48.72 |
| 2023-09-30 | $29k | 670 | 43.79 |
| 2023-06-30 | $31k | 670 | 45.89 |
| 2023-03-31 | $38k | 870 | 43.94 |
| 2022-12-31 | $37k | 870 | 42.53 |
| 2022-09-30 | $30k | 770 | 38.96 |
| 2022-06-30 | $31k | 770 | 40.26 |
| 2022-03-31 | $27k | 570 | 47.37 |
| 2021-12-31 | $28k | 570 | 49.12 |
| 2021-09-30 | $26k | 570 | 45.61 |
| 2021-06-30 | $27k | 570 | 47.37 |
| 2021-03-31 | $26k | 570 | 45.61 |
| 2020-12-31 | $23k | 570 | 40.35 |
| 2020-09-30 | $19k | 570 | 33.33 |
| 2020-06-30 | $18k | 570 | 31.58 |
| 2020-03-31 | $14k | 570 | 24.56 |
| 2019-12-31 | $33k | 910 | 36.26 |