SPDR DJ Wilshire Mid Cap Value shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in SPDR DJ Wilshire Mid Cap Value
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire Mid Cap Value held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $257k | 3.4k | 76.00 |
| 2023-12-31 | $248k | 3.4k | 73.38 |
| 2023-09-30 | $312k | 4.8k | 64.86 |
| 2023-06-30 | $478k | 6.9k | 68.78 |
| 2023-03-31 | $675k | 10k | 66.08 |
| 2022-12-31 | $715k | 11k | 64.72 |
More positions owned by Beaumont Financial Advisors
View all positions for Beaumont Financial Advisors
Top funds holding SPDR DJ Wilshire Mid Cap Value
View all funds holding SPDR DJ Wilshire Mid Cap Value