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SPDR DJ Wilshire Mid Cap shares owned by Trinity Wealth Management

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

Historical chart of Trinity 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 Trinity 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 23k 53.34
2023-12-31 $1.1M 22k 48.72
2023-09-30 $884k 20k 43.79

More positions owned by Trinity Wealth Management

Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Intl Aggr (IAGG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Energy Alphadx (FXN)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Trinity Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap

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Great Valley Advisor Group
Cornerstone Wealth Management
Wells Fargo & Company
Wealthcare Advisory Partners

View all funds holding SPDR DJ Wilshire Mid Cap