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SPDR DJ Wilshire Mid Cap shares owned by Zinnia Wealth Advisory

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

Historical chart of Zinnia Wealth Advisory 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 Zinnia Wealth Advisory 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 Zinnia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 63k 59.22

More positions owned by Zinnia Wealth Advisory

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPSM)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPSB)
Wal-Mart Stores (WMT)

View all positions for Zinnia Wealth Advisory

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
ValMark Advisers
Envestnet Asset Management
UBS Group
Morgan Stanley
CWM
AlTi Global
Facet Wealth
HighTower Advisors
Northwestern Mutual Wealth Management Company
Bank of America Corporation
First Command Advisory Services
Mason Street Advisors

View all funds holding SPDR DJ Wilshire Mid Cap