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SPDR DJ Wilshire Mid Cap shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management 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 Curbstone Financial Management 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 Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 20k 54.68
2024-06-30 $870k 17k 51.30
2024-03-31 $867k 16k 53.34
2023-12-31 $702k 14k 48.72

More positions owned by Curbstone Financial Management

SPDR Inv't Grade Floating Rate Bdfund (FLRN)
SPDR S&P Midcap 400 Etf (MDY)
Vanguard ST Corp Bond ETF Bdfund (VCSH)
Apple (AAPL)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ET Etf (SCHF)
Schwab US Mid Cap ETF Etf (SCHM)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab US Dividend Equity Etf (SCHD)
Microsoft Corporation (MSFT)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp Bon Bdfund (VCIT)
Schwab US Broad Market ETF Etf (SCHB)
Invesco S&P 500 Equal Weighted Etf (RSP)
Amazon (AMZN)

View all positions for Curbstone Financial Management

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
LPL Financial
ValMark Advisers
CWM
AlTi Global
HighTower Advisors
Morgan Stanley
RFG Advisory
Envestnet Asset Management
Atlas Private Wealth Advisors
Great Valley Advisor Group
Private Advisor
Northwestern Mutual Wealth Management Company
Savant Capital Management
Auto-Owners Insurance

View all funds holding SPDR DJ Wilshire Mid Cap