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SPDR DJ Wilshire Mid Cap shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management Group 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 Provence Wealth Management Group 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 Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 61k 48.72
2023-09-30 $2.7M 61k 43.79
2023-06-30 $2.7M 59k 45.89
2023-03-31 $2.2M 51k 43.94

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

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