SPDR DJ Wilshire Mid Cap shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion 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 Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Mid Cap by Compass Ion Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $529k | 9.7k | 54.68 |
2024-06-30 | $514k | 9.6k | 53.34 |
2024-03-31 | $514k | 9.6k | 53.34 |
2023-12-31 | $466k | 9.6k | 48.72 |
2023-09-30 | $417k | 9.5k | 43.79 |
2023-06-30 | $408k | 8.9k | 45.89 |
2023-03-31 | $389k | 8.9k | 43.94 |
2022-12-31 | $375k | 8.8k | 42.50 |
2022-09-30 | $339k | 8.8k | 38.55 |
2022-06-30 | $347k | 8.8k | 39.66 |
2022-03-31 | $411k | 8.7k | 47.19 |
2021-12-31 | $400k | 8.7k | 46.16 |
2021-09-30 | $400k | 8.7k | 46.16 |
2021-06-30 | $407k | 8.6k | 47.19 |
2021-03-31 | $393k | 8.6k | 45.72 |
2020-12-31 | $346k | 8.6k | 40.37 |
2020-09-30 | $268k | 8.6k | 31.27 |
2020-06-30 | $268k | 8.6k | 31.27 |
2020-03-31 | $217k | 8.6k | 25.32 |
2019-12-31 | $331k | 9.1k | 36.23 |