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SPDR DJ Wilshire Mid Cap Growth shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 188k 87.74
2024-03-31 $13M 153k 87.29
2023-09-30 $11M 154k 69.14
2023-06-30 $11M 153k 71.65
2023-03-31 $10M 148k 68.44
2022-12-31 $9.6M 146k 65.34
2022-09-30 $8.4M 139k 60.35
2022-06-30 $8.4M 136k 61.65
2022-03-31 $9.4M 126k 74.72
2021-12-31 $9.7M 118k 81.53
2021-09-30 $8.7M 113k 76.50
2021-06-30 $8.7M 111k 78.27
2021-03-31 $8.2M 109k 75.11
2020-12-31 $7.9M 114k 69.33
2020-09-30 $6.4M 112k 57.39
2020-06-30 $5.8M 108k 53.79
2020-03-31 $5.8M 135k 42.82
2019-12-31 $4.5M 79k 57.09
2019-09-30 $4.0M 74k 53.72
2019-06-30 $3.9M 72k 54.28
2019-03-31 $3.5M 67k 52.55
2018-12-31 $3.0M 65k 45.86
2018-09-30 $5.0M 89k 55.95
2018-06-30 $4.7M 88k 54.01
2018-03-31 $4.5M 28k 157.45
2017-12-31 $4.2M 27k 155.49

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard SC Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

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