Drive Wealth Management »

SPDR DJ Wilshire Mid Cap Growth shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management 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 Drive Wealth Management 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 14k 75.67
2023-09-30 $1.4M 20k 69.14
2023-06-30 $1.8M 26k 71.65
2023-03-31 $2.0M 29k 68.44
2022-12-31 $1.9M 30k 65.34

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Index Fds Mid Cap Etf (VO)
Fs Kkr Capital Corp (FSK)
Vanguard Index Fds Total Stk Mkt (VTI)
Ncino (NCNO)
Amazon (AMZN)

View all positions for Drive Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Growth

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

View all funds holding SPDR DJ Wilshire Mid Cap Growth