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SPDR DJ Wilshire Mid Cap Growth shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning 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 Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 51k 87.29
2023-12-31 $4.1M 54k 75.67
2023-09-30 $3.5M 51k 69.14
2023-06-30 $3.6M 50k 71.65
2023-03-31 $3.3M 49k 68.44
2022-12-31 $2.8M 43k 65.34