SPDR DJ Wilshire Mid Cap shares owned by KWB Wealth
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 168k | 51.30 |
| 2024-06-30 | $9.0M | 169k | 53.34 |
| 2024-03-31 | $9.4M | 176k | 53.34 |
| 2023-12-31 | $11M | 222k | 48.72 |
| 2023-09-30 | $9.7M | 211k | 45.89 |
| 2023-06-30 | $9.7M | 212k | 45.89 |
| 2023-03-31 | $6.0M | 142k | 42.50 |
| 2022-12-31 | $6.0M | 142k | 42.50 |
| 2022-09-30 | $5.4M | 139k | 38.56 |
| 2022-06-30 | $5.6M | 140k | 39.69 |
| 2022-03-31 | $8.6M | 173k | 49.74 |
| 2021-12-31 | $8.6M | 174k | 49.74 |
| 2021-09-30 | $7.8M | 170k | 46.16 |
| 2021-06-30 | $6.8M | 150k | 45.76 |
| 2021-03-31 | $6.8M | 150k | 45.76 |
| 2020-12-31 | $4.6M | 115k | 40.40 |