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SPDR DJ Wilshire Mid Cap shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $889k 15k 57.91
2025-09-30 $880k 15k 57.19
2025-06-30 $803k 15k 54.38
2025-03-31 $413k 8.1k 51.18
2024-12-31 $365k 6.7k 54.69

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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