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SPDR DJ Wilshire Mid Cap shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group 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 Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 5.0k 54.68
2024-06-30 $256k 5.0k 51.30
2024-03-31 $266k 5.0k 53.34
2023-12-31 $269k 5.5k 48.72

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Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
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Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)

View all positions for Optimist Retirement Group

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
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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