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SPDR DJ Wilshire Mid Cap shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 21k 67.56
2023-03-31 $83k 1.9k 44.01
2022-12-31 $83k 1.9k 44.01

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Apple (AAPL)
Lam Research Corp Com New (LRCX)

View all positions for MBM Wealth Consultants

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
Bank of America Corporation
ValMark Advisers
Envestnet Asset Management
Morgan Stanley
AlTi Global
Facet Wealth
CWM
First Command Advisory Services
Northwestern Mutual Wealth Management Company
UBS Group
HighTower Advisors
Koss-Olinger Consulting

View all funds holding SPDR DJ Wilshire Mid Cap