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SPDR DJ Wilshire Mid Cap shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial 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 Uptown Financial 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 Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 3.5k 59.22

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Street Spd (SPYG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Energy Etf (VDE)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Energy Transfer Com Ut Ltd Ptn (ET)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Uptown Financial Advisors

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
Envestnet Asset Management
UBS Group
Morgan Stanley
CWM
AlTi Global
Facet Wealth
HighTower Advisors
Northwestern Mutual Wealth Management Company
Bank of America Corporation
First Command Advisory Services
Mason Street Advisors

View all funds holding SPDR DJ Wilshire Mid Cap