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SPDR DJ Wilshire Mid Cap Growth shares owned by Oak Root

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

Historical chart of Oak Root 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 Oak Root 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 Oak Root

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 30k 87.74
2024-06-30 $2.5M 30k 84.06
2024-03-31 $2.6M 29k 87.29
2023-12-31 $1.9M 25k 75.67

More positions owned by Oak Root

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

View all positions for Oak Root

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