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SPDR DJ Wilshire Mid Cap Growth shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN 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 Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-09-30 $592k 6.7k 87.74
2024-06-30 $697k 8.3k 84.06
2024-03-31 $448k 5.1k 87.29
2023-12-31 $204k 2.7k 75.67
2023-06-30 $188k 2.6k 71.65
2023-03-31 $0 2.7k 0.00

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Intl Div Grwth (IGRO)

View all positions for Feltz Wealth PLAN

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Citigroup
LPL Financial
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