Perennial Investment Advisors »

SPDR DJ Wilshire Mid Cap Growth shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment 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 Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Growth by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.0M 83k 84.06
2024-03-31 $7.2M 82k 87.30
2023-09-30 $4.6M 66k 69.15
2023-06-30 $4.9M 68k 71.66
2023-03-31 $5.5M 80k 68.45

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment 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