SPDR DJ Wilshire Mid Cap shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in SPDR DJ Wilshire Mid Cap
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All positions including SPDR DJ Wilshire Mid Cap held by Sax 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $275k | 5.0k | 54.68 |
| 2024-06-30 | $258k | 5.0k | 51.30 |
| 2024-03-31 | $268k | 5.0k | 53.34 |
| 2023-12-31 | $245k | 5.0k | 48.72 |