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SPDR DJ Wilshire Mid Cap shares owned by Cavalier Investments

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

Historical chart of Cavalier Investments 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 Cavalier Investments 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 Cavalier Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 52k 54.68
2024-06-30 $2.8M 55k 51.30
2024-03-31 $2.9M 55k 53.34
2023-09-30 $2.5M 57k 43.79
2023-06-30 $3.0M 65k 45.89

More positions owned by Cavalier Investments

Eli Lilly & Co. (LLY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard World Financials Etf (VFH)
Howmet Aerospace (HWM)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Boston Scientific Corporation (BSX)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Cavalier Investments

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