SPDR DJ Wilshire Mid Cap shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group 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 Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $869k | 15k | 57.19 |
| 2025-06-30 | $748k | 14k | 54.38 |
| 2025-03-31 | $698k | 14k | 51.18 |
| 2024-12-31 | $887k | 16k | 54.69 |
| 2024-09-30 | $900k | 17k | 54.68 |
| 2024-06-30 | $775k | 15k | 51.30 |
| 2024-03-31 | $751k | 14k | 53.34 |
| 2023-12-31 | $543k | 11k | 48.72 |
| 2023-09-30 | $469k | 11k | 43.79 |
| 2023-06-30 | $459k | 10k | 45.89 |
| 2023-03-31 | $432k | 9.8k | 43.94 |
| 2022-12-31 | $417k | 9.8k | 42.50 |
More positions owned by Worth Financial Advisory Group
View all positions for Worth Financial Advisory Group