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SPDR DJ Wilshire Mid Cap shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial 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 Planwiser Financial 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 Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $686k 12k 57.91

More positions owned by Planwiser Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Planwiser Financial

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
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CWM
Texas Permanent School Fund
AlTi Global
Envestnet Asset Management
Facet Wealth
HighTower Advisors
Northwestern Mutual Wealth Management Company
First Command Advisory Services
Mason Street Advisors
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap