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SPDR DJ Wilshire Mid Cap shares owned by Investmark Advisory Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Investmark Advisory Group from 13F filings

Historical chart of Investmark Advisory Group 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 Investmark Advisory Group 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $463k 9.0k 51.30
2024-03-31 $482k 9.0k 53.34
2023-09-30 $474k 11k 43.79
2023-06-30 $496k 11k 45.89
2023-03-31 $508k 12k 43.94
2022-12-31 $492k 12k 42.50

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View all positions for Investmark Advisory Group

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