APCM Wealth Management for Individuals »

SPDR DJ Wilshire Mid Cap shares owned by APCM Wealth Management for Individuals

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by APCM Wealth Management for Individuals from 13F filings

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 26k 53.34
2023-12-31 $1.1M 23k 48.72
2023-09-30 $856k 20k 43.79
2023-06-30 $910k 20k 45.89

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares U S Etf Tr Bloomberg Roll (CMDY)

View all positions for APCM Wealth Management for Individuals

Top funds holding SPDR DJ Wilshire Mid Cap

Creative Planning
Betterment
LPL Financial
AlTi Global
ValMark Advisers
CWM
Morgan Stanley
Financial Gravity Wealth
HighTower Advisors
Bridgeworth
RFG Advisory
Bank of America Corporation
Private Advisor
Auto-Owners Insurance
Advisor Group Holdings

View all funds holding SPDR DJ Wilshire Mid Cap