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SPDR DJ Wilshire Mid Cap Growth shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.9M 71k 69.14
2020-12-31 $35k 506 69.17

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding SPDR DJ Wilshire Mid Cap Growth

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

View all funds holding SPDR DJ Wilshire Mid Cap Growth