SPDR DJ Wilshire Mid Cap shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.0M | 164k | 54.68 |
| 2024-06-30 | $8.0M | 156k | 51.30 |
| 2024-03-31 | $7.8M | 147k | 53.34 |
| 2023-12-31 | $6.6M | 136k | 48.72 |
| 2023-09-30 | $5.5M | 127k | 43.79 |
| 2023-06-30 | $5.3M | 115k | 45.89 |
| 2023-03-31 | $4.9M | 112k | 43.94 |
| 2022-12-31 | $3.8M | 89k | 42.50 |
| 2022-09-30 | $3.5M | 91k | 38.56 |
| 2022-06-30 | $1.1M | 27k | 39.69 |
| 2021-12-31 | $1.3M | 26k | 49.75 |
| 2021-03-31 | $1.2M | 26k | 47.16 |
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