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SPDR DJ Wilshire Mid Cap shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors 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 Foundations Investment Advisors 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 117k 53.34
2023-12-31 $5.4M 112k 48.52
2023-09-30 $15M 341k 43.79
2023-06-30 $14M 299k 45.89
2023-03-31 $11M 256k 43.94

More positions owned by Foundations Investment Advisors

Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Short Treas Bd (SHV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Two Rds Shared Tr Regents Pk Hdgd (RPHS)
Apple (AAPL)

View all positions for Foundations Investment Advisors

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