Zhang Financial »

SPDR DJ Wilshire Mid Cap shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Zhang Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 50k 53.34
2023-12-31 $1.7M 36k 48.72

More positions owned by Zhang Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard S&p S&p 500 Etf Shs (VOO)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Small Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Vanguard Total Total Bnd Mrkt (BND)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
AlTi Global
ValMark Advisers
CWM
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Syntegra Private Wealth Group
Private Advisor
Atlas Private Wealth Advisors
Advisor Group Holdings
Cornerstone Wealth Management
Wells Fargo & Company
Great Valley Advisor Group

View all funds holding SPDR DJ Wilshire Mid Cap