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SPDR DJ Wilshire Mid Cap shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $635k 11k 57.19
2025-06-30 $608k 11k 54.38
2025-03-31 $579k 11k 51.18
2024-12-31 $3.7M 69k 54.69
2024-09-30 $3.6M 70k 51.30
2024-06-30 $3.6M 70k 51.30