LifePlan Financial »

SPDR DJ Wilshire Mid Cap Growth shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Growth by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $57k 987 57.75
2020-06-30 $53k 987 53.70
2020-03-31 $42k 987 42.55
2019-12-31 $56k 987 56.74
2019-09-30 $57k 1.1k 53.82
2019-06-30 $57k 1.1k 53.82
2019-03-31 $56k 1.1k 52.88
2018-12-31 $49k 1.1k 46.27
2018-09-30 $48k 855 56.14
2018-06-30 $46k 855 53.80
2018-03-31 $45k 285 157.89

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

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