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SPDR DJ Wilshire Mid Cap shares owned by WLTH Capital Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by WLTH Capital Management from 13F filings

Historical chart of WLTH Capital Management 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 WLTH Capital Management 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 WLTH Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $303k 5.1k 59.22
2025-12-31 $320k 5.1k 62.50

More positions owned by WLTH Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds State Street Spd (RWO)
Ishares Tr National Mun Etf (MUB)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for WLTH Capital Management

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
CWM
Texas Permanent School Fund
AlTi Global
Envestnet Asset Management
Facet Wealth
HighTower Advisors
Northwestern Mutual Wealth Management Company
First Command Advisory Services
Mason Street Advisors
Advisor Group Holdings
UBS Group

View all funds holding SPDR DJ Wilshire Mid Cap