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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap held by Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
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