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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

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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