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 csv Download as ExcelQuarterly 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 |
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