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SPDR DJ Wilshire Mid Cap Growth shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 16k 87.74
2024-06-30 $1.4M 17k 84.06

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

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