Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

MidAtlantic Capital Management »

SPDR DJ Wilshire Large Cap Value shares owned by MidAtlantic Capital Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by MidAtlantic Capital Management from 13F filings

Historical chart of MidAtlantic Capital Management investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by MidAtlantic Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by MidAtlantic Capital Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.8M	68k	55.33
2025-06-30	$4.2M	80k	52.34
2025-03-31	$4.1M	80k	51.07
2024-12-31	$4.1M	80k	51.14
2024-09-30	$4.2M	80k	52.86
2024-06-30	$3.8M	79k	48.74
2024-03-31	$3.9M	79k	50.10
2023-12-31	$3.7M	79k	46.63

More positions owned by MidAtlantic Capital Management

Ishares Tr Ore S&p500 Etf (IVV)

Spdr S&p 500 Etf Tr R Unit (SPY)

Vanguard Index Fds Rowth Etf (VUG)

Ishares Tr Us 1000 Grw Etf (IWF)

Vanguard Whitehall Fds Igh Div Yld (VYM)

Spdr Series Trust Rtflo S&p500 Gw (SPYG)

Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)

Ishares Tr Ore S&p Scp Etf (IJR)

Vanguard Index Fds Cap Gr Idxvip (VOT)

Ishares Tr Ore S&p Mcp Etf (IJH)

Spdr Series Trust Rtflo S&p500 Vl (SPYV)

Wisdomtree Tr S Largecap Divd (DLN)

Vanguard Scottsdale Fds Hrt Trm Corp Bd (VCSH)

J P Morgan Exchange Traded F Ore Plus Bd Etf (JCPB)

Vanguard Bd Index Fds Ntermed Term (BIV)

View all positions for MidAtlantic Capital Management

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C

LPL Financial

Goldman Sachs Group

Hanson McClain Advisors

Raymond James Financial

Advisory Alpha

Willis Johnson & Associates

Equitable Holdings

Dynasty Wealth Management

NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z