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SPDR DJ Wilshire Mid Cap shares owned by Kuntz Lesher Capital

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

Historical chart of Kuntz Lesher Capital 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 Kuntz Lesher Capital 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 Kuntz Lesher Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 40k 54.68

More positions owned by Kuntz Lesher Capital

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kuntz Lesher Capital

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