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SPDR DJ Wilshire Mid Cap Growth shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $31k 321 95.96
2025-12-31 $30k 321 92.43
2025-09-30 $29k 321 91.56

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding SPDR DJ Wilshire Mid Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
AE Wealth Management
NorthRock Partners
Morgan Stanley
Convergence Financial
Financial Advisory Service
Raymond James Financial
Envestnet Asset Management
Private Advisor
Wellspring Financial Advisors
First National Trust Company
Rehmann Capital Advisory
Jones Financial Companies, L.L
GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth