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SPDR DJ Wilshire Mid Cap shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $775M 15M 53.34

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

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