Valpey Financial Services »

SPDR DJ Wilshire Mid Cap shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services 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 Valpey Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $739k 13k 57.19
2025-06-30 $710k 13k 54.38

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

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
Facet Wealth
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
UBS Group
Hancock Prospecting Pty
Mason Street Advisors

View all funds holding SPDR DJ Wilshire Mid Cap