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SPDR DJ Wilshire Mid Cap Growth shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 17k 75.66
2023-09-30 $1.1M 15k 69.14
2023-06-30 $1.3M 18k 71.65
2023-03-31 $1.3M 19k 68.44
2022-12-31 $1.3M 20k 65.34
2022-09-30 $1.2M 21k 60.33
2022-06-30 $615k 10k 60.97
2022-03-31 $412k 5.6k 74.17

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Citigroup
Stifel Financial
Benjamin F. Edwards & Company
Townsquare Capital
Parcion Private Wealth
AE Wealth Management
Financial Advisory Service
NorthRock Partners
First National Trust Company
Wellspring Financial Advisors
Tradewinds Capital Management
Advisor Group Holdings
Klingman & Associates
McAdam
GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth