Gladstone Institutional Advisory »

SPDR DJ Wilshire Mid Cap Value shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 64k 73.38
2023-09-30 $4.0M 62k 64.86
2023-06-30 $4.3M 63k 68.78
2023-03-31 $4.2M 64k 66.08
2022-12-31 $5.7M 88k 64.72
2022-09-30 $3.8M 66k 57.82
2022-06-30 $4.6M 76k 60.50
2022-03-31 $5.4M 76k 70.38
2021-12-31 $5.4M 76k 71.10
2021-09-30 $4.8M 72k 66.23
2021-06-30 $4.7M 70k 67.51
2021-03-31 $5.7M 87k 65.43
2020-12-31 $4.9M 89k 55.50
2020-09-30 $3.7M 86k 43.39
2020-06-30 $3.8M 89k 42.63
2020-03-31 $4.5M 126k 35.26
2019-12-31 $5.1M 93k 54.78
2019-09-30 $4.7M 92k 51.32
2019-06-30 $5.7M 91k 62.50
2019-03-31 $4.1M 81k 50.37

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial
Townsquare Capital
Lutz Financial Services
Benjamin F. Edwards & Company
Tiaa Trust, National Association
NorthRock Partners
Financial Advisory Service
Morgan Stanley
Wells Fargo & Company
First Pacific Financial
Klingman & Associates
First National Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value