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SPDR DJ Wilshire Mid Cap shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 21k 53.34
2023-12-31 $737k 15k 48.72
2023-09-30 $619k 14k 43.79
2023-06-30 $547k 12k 45.89
2023-03-31 $566k 13k 43.94
2022-12-31 $544k 13k 42.50

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for My Purposeful Wealth Corp.

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
AlTi Global
ValMark Advisers
CWM
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Syntegra Private Wealth Group
Private Advisor
Atlas Private Wealth Advisors
Advisor Group Holdings
Cornerstone Wealth Management
Wells Fargo & Company
Great Valley Advisor Group

View all funds holding SPDR DJ Wilshire Mid Cap