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SPDR DJ Wilshire Mid Cap shares owned by JSF Financial

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

Historical chart of JSF Financial 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 JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 41k 53.34
2023-09-30 $1.9M 42k 43.79
2023-06-30 $2.4M 51k 45.89
2023-03-31 $2.1M 48k 43.94

More positions owned by JSF Financial

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Ishares Gold Tr Ishares New (IAU)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
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Select Sector Spdr Tr Financial (XLF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)

View all positions for JSF Financial

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