Monticello Wealth Management »

SPDR DJ Wilshire Mid Cap shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management 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 Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 415k 53.34
2024-06-30 $23M 451k 51.30
2024-03-31 $22M 415k 53.34
2023-12-31 $12M 246k 48.72
2023-09-30 $792k 18k 43.79

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
LPL Financial
ValMark Advisers
CWM
AlTi Global
HighTower Advisors
Morgan Stanley
RFG Advisory
Envestnet Asset Management
Atlas Private Wealth Advisors
Great Valley Advisor Group
Private Advisor
Northwestern Mutual Wealth Management Company
Savant Capital Management
Auto-Owners Insurance

View all funds holding SPDR DJ Wilshire Mid Cap