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SPDR DJ Wilshire Mid Cap shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 3.7k 57.19
2020-03-31 $231k 9.1k 25.32
2019-12-31 $563k 16k 36.26

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Client 1st Advisory Group

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
HighTower Advisors
Envestnet Asset Management
AlTi Global
Texas Permanent School Fund
Morgan Stanley
Facet Wealth
Exchange Traded Concepts
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap