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Confluence Wealth Services »

SPDR DJ Wilshire Mid Cap Growth shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$718k	8.2k	87.74
2024-06-30	$2.0M	24k	84.06
2024-03-31	$915k	11k	87.29

More positions owned by Confluence Wealth Services

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Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Financial Engines Advisors L.L.C

Benjamin Edwards

Parcion Private Wealth

Envestnet Asset Management

AE Wealth Management

Confluence Investment Management

Stifel Financial

Financial Advisory Service

Benjamin F. Edwards & Company

Wellspring Financial Advisors

First National Trust Company

NorthRock Partners

Wells Fargo & Company

View all funds holding SPDR DJ Wilshire Mid Cap Growth

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