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SPDR DJ Wilshire Mid Cap shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 356 57.96

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Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
Texas Permanent School Fund
AlTi Global
Envestnet Asset Management
Facet Wealth
HighTower Advisors
Northwestern Mutual Wealth Management Company
First Command Advisory Services
Mason Street Advisors
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap