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SPDR DJ Wilshire Mid Cap shares owned by Key FInancial

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

Historical chart of Key FInancial 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 Key FInancial 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 Key FInancial

Quarter filed Position value Share count Share price at filing
2023-12-31 $925k 19k 48.72
2023-09-30 $639k 15k 43.79
2023-06-30 $204k 4.4k 45.89
2023-03-31 $89k 2.0k 43.94

More positions owned by Key FInancial

Apple (AAPL)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Eafe Grwth Etf (EFG)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Exxon Mobil Corporation (XOM)

View all positions for Key FInancial

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
AlTi Global
ValMark Advisers
CWM
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Syntegra Private Wealth Group
Private Advisor
Atlas Private Wealth Advisors
Advisor Group Holdings
Cornerstone Wealth Management
Wells Fargo & Company
Great Valley Advisor Group

View all funds holding SPDR DJ Wilshire Mid Cap