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SPDR DJ Wilshire Mid Cap shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus 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 Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 203k 54.68
2024-06-30 $9.7M 189k 51.30
2024-03-31 $9.7M 182k 53.34
2023-12-31 $8.8M 180k 48.72
2023-09-30 $7.9M 180k 43.79
2023-06-30 $8.1M 178k 45.89
2023-03-31 $7.6M 172k 43.94
2022-12-31 $7.2M 170k 42.50
2022-09-30 $6.5M 168k 38.56
2022-06-30 $6.6M 166k 39.69
2022-03-31 $7.5M 159k 47.16
2021-12-31 $7.5M 152k 49.74