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SPDR DJ Wilshire Mid Cap shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors 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 ORBA Wealth Advisors 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 64k 54.68
2024-06-30 $3.2M 62k 51.30
2024-03-31 $3.2M 60k 53.34
2023-12-31 $2.8M 57k 48.72

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for ORBA Wealth Advisors

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
AlTi Global
HighTower Advisors
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