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SPDR DJ Wilshire Mid Cap shares owned by Taylor & Morgan Wealth Management

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

Historical chart of Taylor & Morgan 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 Taylor & Morgan 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 Taylor & Morgan Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $671k 12k 57.19
2025-06-30 $416k 7.7k 54.38

More positions owned by Taylor & Morgan Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Taylor & Morgan Wealth Management

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