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SPDR DJ Wilshire Mid Cap shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $460k 8.4k 54.68
2024-06-30 $2.8B 460k 6107.27
2024-03-31 $3.1M 58k 53.34
2023-12-31 $3.2M 67k 48.72
2023-09-30 $1.9M 43k 43.79
2023-06-30 $628k 14k 45.89

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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