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SPDR DJ Wilshire Mid Cap Growth shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 21k 75.67
2023-09-30 $1.7M 24k 69.14
2023-06-30 $1.6M 22k 71.65
2023-03-31 $1.1M 16k 68.44
2022-12-31 $786k 12k 65.34

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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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