Magnolia Private Wealth »

SPDR DJ Wilshire Mid Cap shares owned by Magnolia Private Wealth

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Magnolia Private Wealth from 13F filings

Historical chart of Magnolia Private Wealth 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 Magnolia Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 3.7k 57.19
2025-06-30 $212k 3.9k 54.38
2025-03-31 $420k 8.2k 51.18

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Microsoft Corp Stock (MSFT)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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