SPDR DJ Wilshire Mid Cap shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $710k | 12k | 57.19 |
| 2025-06-30 | $692k | 13k | 54.38 |
| 2025-03-31 | $678k | 13k | 51.18 |
| 2024-12-31 | $729k | 13k | 54.69 |
| 2023-09-30 | $961k | 22k | 43.79 |
| 2022-12-31 | $1.0M | 22k | 46.77 |
| 2022-09-30 | $1.1M | 24k | 43.46 |
| 2022-03-31 | $1.0M | 23k | 43.81 |
More positions owned by WealthPlan Investment Management
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