SPDR DJ Wilshire Mid Cap shares owned by Modera Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap (SPMD) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 77k | 53.34 |
| 2023-12-31 | $3.9M | 79k | 48.72 |
| 2023-09-30 | $3.6M | 82k | 43.79 |
| 2023-06-30 | $3.8M | 83k | 45.89 |
| 2023-03-31 | $616k | 14k | 43.94 |
| 2022-12-31 | $636k | 15k | 42.50 |
| 2022-09-30 | $864k | 22k | 38.55 |
| 2022-06-30 | $1.1M | 28k | 39.70 |
| 2022-03-31 | $2.3M | 49k | 47.17 |
| 2021-12-31 | $2.7M | 53k | 49.75 |