SPDR DJ Wilshire Mid Cap shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in SPDR DJ Wilshire Mid Cap
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All positions including SPDR DJ Wilshire Mid Cap held by Kingswood Wealth 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.4M | 36k | 67.56 |
| 2026-03-31 | $626k | 11k | 59.22 |
| 2025-12-31 | $374k | 6.5k | 57.91 |
| 2025-09-30 | $261k | 4.6k | 57.19 |
| 2025-06-30 | $314k | 5.8k | 54.38 |
| 2025-03-31 | $373k | 7.3k | 51.18 |
| 2024-12-31 | $423k | 7.7k | 54.69 |
| 2024-09-30 | $429k | 7.8k | 54.68 |
| 2024-06-30 | $652k | 13k | 51.30 |
| 2024-03-31 | $697k | 13k | 53.34 |
| 2023-12-31 | $282k | 5.8k | 48.72 |
| 2023-09-30 | $237k | 5.4k | 43.79 |