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SPDR DJ Wilshire Mid Cap shares owned by Stewardship Advisors

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

Historical chart of Stewardship Advisors 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 Stewardship 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 Stewardship Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 100k 54.68
2024-06-30 $7.2M 140k 51.30
2024-03-31 $6.5M 123k 53.34
2019-12-31 $3.0M 82k 36.23

More positions owned by Stewardship Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Usa Esg Slc (SUSA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Futre Strat Fd (WTMF)
Vanguard World Esg Intl Stk Etf (VSGX)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Stewardship Advisors

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
LPL Financial
ValMark Advisers
CWM
AlTi Global
HighTower Advisors
Morgan Stanley
RFG Advisory
Envestnet Asset Management
Atlas Private Wealth Advisors
Great Valley Advisor Group
Private Advisor
Northwestern Mutual Wealth Management Company
Savant Capital Management
Auto-Owners Insurance

View all funds holding SPDR DJ Wilshire Mid Cap