SPDR DJ Wilshire Mid Cap shares owned by Lutz Financial Services
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services 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 Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $511k | 9.6k | 53.34 |
| 2023-12-31 | $466k | 9.6k | 48.72 |
| 2019-12-31 | $427k | 12k | 36.20 |
| 2019-09-30 | $398k | 12k | 33.91 |
| 2019-06-30 | $442k | 13k | 34.09 |
| 2019-03-31 | $430k | 13k | 33.29 |
| 2018-12-31 | $379k | 13k | 29.43 |