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SPDR DJ Wilshire Mid Cap Growth shares owned by Pinnacle Family Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by Pinnacle Family Advisors from 13F filings

Historical chart of Pinnacle Family Advisors investment in SPDR DJ Wilshire Mid Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Growth held by Pinnacle Family 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 Growth by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7M 76k 87.29
2018-06-30 $1.4M 25k 54.02
2018-03-31 $1.4M 9.1k 157.45
2017-09-30 $912k 6.2k 147.53

More positions owned by Pinnacle Family Advisors

Ishares Tr Core S&p500 Etf (IVV)
Tidal Tr Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
O'reilly Automotive (ORLY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Pinnacle Family Advisors

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Envestnet Asset Management
Citigroup
Financial Engines Advisors L.L.C
LPL Financial
Clark Capital Management Group
Stifel Financial
Benjamin F. Edwards & Company
Townsquare Capital
Parcion Private Wealth
AE Wealth Management
Financial Advisory Service
NorthRock Partners
First National Trust Company
Orion Portfolio Solutions
Wellspring Financial Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth