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SPDR DJ Wilshire Mid Cap Growth shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 16k 87.74
2024-06-30 $1.4M 16k 84.06
2024-03-31 $1.5M 17k 87.29
2023-12-31 $1.3M 18k 75.67
2023-09-30 $1.2M 17k 69.14
2023-06-30 $1.2M 17k 71.65
2023-03-31 $1.2M 18k 68.44
2022-12-31 $1.2M 18k 65.34
2022-09-30 $1.1M 18k 60.35
2022-06-30 $1.1M 18k 60.97
2022-03-31 $1.3M 17k 74.20
2021-12-31 $1.4M 17k 81.55
2021-09-30 $1.3M 17k 75.64
2021-06-30 $1.3M 17k 77.54
2021-03-31 $1.3M 18k 75.13
2020-12-31 $1.4M 21k 69.33
2020-09-30 $1.3M 23k 57.39
2020-06-30 $1.3M 24k 53.80
2020-03-31 $1.1M 27k 42.84
2019-12-31 $1.4M 24k 57.10
2019-09-30 $1.3M 24k 53.70
2019-06-30 $1.2M 23k 54.29
2019-03-31 $1.1M 21k 52.54
2018-12-31 $609k 13k 45.86
2018-09-30 $980k 18k 55.97
2018-06-30 $870k 16k 54.04
2018-03-31 $793k 5.0k 157.53
2017-12-31 $698k 4.5k 155.56

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Reit Index Etf Etf (VNQ)

View all positions for SJA Financial Advisory

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