SPDR DJ Wilshire Mid Cap shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in SPDR DJ Wilshire Mid Cap
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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $556k | 10k | 53.34 |
| 2023-12-31 | $538k | 11k | 48.72 |
| 2023-09-30 | $484k | 11k | 43.79 |
| 2023-06-30 | $507k | 11k | 45.89 |
| 2023-03-31 | $505k | 12k | 43.94 |
| 2022-12-31 | $493k | 12k | 42.50 |
| 2022-09-30 | $447k | 12k | 38.57 |
| 2022-06-30 | $470k | 12k | 39.72 |
| 2022-03-31 | $558k | 12k | 47.16 |
| 2021-12-31 | $607k | 12k | 49.71 |
| 2021-09-30 | $564k | 12k | 46.19 |
| 2021-06-30 | $579k | 12k | 47.21 |
| 2021-03-31 | $561k | 12k | 45.74 |
| 2020-12-31 | $535k | 13k | 40.41 |