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

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

Historical chart of Fingerlakes 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 Fingerlakes Wealth Management 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 Fingerlakes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 2.6k 87.74
2024-03-31 $240k 2.8k 87.28
2023-12-31 $208k 2.8k 75.66

More positions owned by Fingerlakes Wealth Management

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Select Sector Spdr Tr Technology (XLK)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Fingerlakes Wealth Management

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