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SPDR DJ Wilshire Mid Cap shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 58k 53.34
2023-12-31 $3.2M 67k 48.72
2023-09-30 $1.9M 43k 43.79
2023-06-30 $628k 14k 45.89

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View all positions for Strategic Financial Concepts

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