CliftonLarsonAllen Wealth Advisors »

SPDR DJ Wilshire Mid Cap shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $837k 12k 67.56

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust St Str Aggre Etf (SPAB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Mbs Etf (MBB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Series Trust St Inter Bd Etf (SPIB)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding SPDR DJ Wilshire Mid Cap

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

View all funds holding SPDR DJ Wilshire Mid Cap