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SPDR DJ Wilshire Mid Cap shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $151k 3.1k 48.72
2023-09-30 $126k 2.9k 43.79
2022-12-31 $55k 1.3k 42.50
2022-09-30 $54k 1.4k 38.35
2022-06-30 $56k 1.4k 39.46
2022-03-31 $162k 3.4k 47.07

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
AlTi Global
ValMark Advisers
CWM
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Syntegra Private Wealth Group
Private Advisor
Advisor Group Holdings
Great Valley Advisor Group
Cornerstone Wealth Management
Wells Fargo & Company
Wealthcare Advisory Partners

View all funds holding SPDR DJ Wilshire Mid Cap