SPDR DJ Wilshire Mid Cap shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 18k | 57.19 |
| 2025-06-30 | $1.0M | 19k | 54.38 |
| 2025-03-31 | $970k | 19k | 51.18 |
| 2024-12-31 | $1.1M | 20k | 54.69 |
| 2024-09-30 | $1.1M | 20k | 54.68 |
| 2024-06-30 | $719k | 14k | 51.30 |
| 2024-03-31 | $741k | 14k | 53.34 |
| 2023-12-31 | $696k | 14k | 48.72 |
| 2023-09-30 | $625k | 14k | 43.79 |
| 2023-06-30 | $684k | 15k | 45.89 |
| 2023-03-31 | $689k | 16k | 43.94 |