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SPDR DJ Wilshire Mid Cap Growth shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison 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 Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $293k 3.2k 92.43
2025-06-30 $247k 2.8k 86.87
2025-03-31 $279k 3.5k 79.46
2024-12-31 $238k 2.7k 86.89

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Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
AE Wealth Management
NorthRock Partners
Financial Advisory Service
Raymond James Financial
Stifel Financial
Wellspring Financial Advisors
First National Trust Company
Benjamin Edwards
Klingman & Associates
GHP Investment Advisors
Univest National Bank and Trust
Rehmann Capital Advisory
Private Advisor

View all funds holding SPDR DJ Wilshire Mid Cap Growth