Red Mountain Financial »

SPDR DJ Wilshire Mid Cap shares owned by Red Mountain Financial

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

Historical chart of Red Mountain 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 Red Mountain Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Red Mountain Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $408k 6.0k 67.56

More positions owned by Red Mountain Financial

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Internl Divid (SCHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)

View all positions for Red Mountain Financial

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
Bank of America Corporation
ValMark Advisers
Envestnet Asset Management
Morgan Stanley
AlTi Global
Facet Wealth
CWM
First Command Advisory Services
Northwestern Mutual Wealth Management Company
UBS Group
HighTower Advisors
Koss-Olinger Consulting

View all funds holding SPDR DJ Wilshire Mid Cap