SPDR DJ Wilshire Mid Cap shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in SPDR DJ Wilshire Mid Cap
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All positions including SPDR DJ Wilshire Mid Cap held by United Capital Financial Advisers 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 United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61M | 1.1M | 57.19 |
| 2025-06-30 | $44M | 816k | 54.38 |
| 2025-03-31 | $20M | 387k | 51.18 |
| 2024-12-31 | $3.3M | 61k | 54.69 |
| 2024-09-30 | $1.9M | 34k | 54.68 |
| 2024-06-30 | $1.8M | 35k | 51.30 |
| 2024-03-31 | $2.0M | 37k | 53.34 |
| 2023-12-31 | $2.0M | 42k | 48.72 |
| 2023-09-30 | $2.0M | 45k | 43.79 |
| 2023-06-30 | $2.2M | 47k | 45.89 |
| 2023-03-31 | $2.2M | 50k | 43.94 |
| 2022-12-31 | $2.5M | 60k | 42.50 |
| 2022-09-30 | $2.4M | 62k | 38.56 |
| 2022-06-30 | $2.6M | 67k | 39.69 |
| 2022-03-31 | $3.2M | 68k | 47.16 |
| 2021-12-31 | $3.5M | 70k | 49.75 |
| 2021-09-30 | $3.3M | 71k | 46.17 |
| 2021-06-30 | $3.4M | 72k | 47.21 |
| 2021-03-31 | $3.6M | 79k | 45.76 |
| 2020-12-31 | $4.2M | 105k | 40.40 |
| 2020-09-30 | $3.8M | 117k | 32.63 |
| 2020-06-30 | $3.8M | 122k | 31.25 |
| 2020-03-31 | $2.9M | 115k | 25.33 |
| 2019-12-31 | $4.1M | 113k | 36.23 |
| 2019-09-30 | $3.2M | 94k | 33.89 |
| 2019-06-30 | $1.8M | 53k | 34.07 |
| 2019-03-31 | $811k | 24k | 33.32 |
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