SPDR DJ Wilshire Mid Cap shares owned by Wealthquest
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 51k | 57.19 |
| 2025-06-30 | $2.9M | 53k | 54.38 |
| 2025-03-31 | $3.8M | 74k | 51.18 |
| 2024-12-31 | $5.1M | 93k | 54.69 |
| 2024-09-30 | $5.2M | 97k | 54.23 |
| 2024-06-30 | $13M | 259k | 51.30 |
| 2024-03-31 | $15M | 281k | 53.34 |
| 2023-12-31 | $13M | 276k | 48.72 |
| 2023-09-30 | $11M | 250k | 43.79 |
| 2023-06-30 | $10M | 222k | 45.89 |
| 2023-03-31 | $8.4M | 192k | 43.94 |
| 2022-12-31 | $7.2M | 168k | 42.50 |
| 2022-09-30 | $5.2M | 135k | 38.56 |
| 2022-06-30 | $2.6M | 66k | 39.68 |
| 2022-03-31 | $1.6M | 32k | 49.72 |
| 2021-12-31 | $1.6M | 32k | 49.72 |
| 2021-09-30 | $878k | 19k | 46.13 |
| 2021-06-30 | $519k | 11k | 47.12 |
| 2019-12-31 | $5.0M | 139k | 36.23 |
| 2019-09-30 | $5.2M | 154k | 33.88 |
| 2019-06-30 | $5.6M | 165k | 34.07 |
| 2019-03-31 | $5.6M | 168k | 33.33 |
| 2018-12-31 | $4.5M | 154k | 29.41 |