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SPDR DJ Wilshire Mid Cap shares owned by Lumbard Investment Counseling

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

Historical chart of Lumbard Investment Counseling 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 Lumbard Investment Counseling 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 Lumbard Investment Counseling

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 180k 57.19
2025-06-30 $9.8M 180k 54.38
2025-03-31 $9.1M 177k 51.18
2024-12-31 $5.6M 103k 54.69

More positions owned by Lumbard Investment Counseling

Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Goldman Sachs Group Stock (GS)
Kratos Defense & Sec Solutions Stock (KTOS)
First Solar Stock (FSLR)
Metlife Stock (MET)
Hudbay Minerals Stock (HBM)
Cisco Sys Stock (CSCO)
Kinder Morgan Inc Del Stock (KMI)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Petroleo Brasileiro Sa Petrobr Adr (PBR)
Materion Corp Stock (MTRN)
Amazon Stock (AMZN)

View all positions for Lumbard Investment Counseling

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
HighTower Advisors
Envestnet Asset Management
AlTi Global
Texas Permanent School Fund
Morgan Stanley
Facet Wealth
Exchange Traded Concepts
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap