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SPDR DJ Wilshire Mid Cap shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions 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 Retirement Financial Solutions 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 Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 281k 57.19

More positions owned by Retirement Financial Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio S&p400 (SPMD)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard World Extended Dur (EDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Retirement Financial Solutions

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
HighTower Advisors
Envestnet Asset Management
AlTi Global
Texas Permanent School Fund
Morgan Stanley
Facet Wealth
Exchange Traded Concepts
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap