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SPDR DJ Wilshire Mid Cap Growth shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth 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 SOA Wealth Advisors 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $177k 2.0k 87.29
2023-12-31 $191k 2.5k 75.67
2023-09-30 $174k 2.5k 69.14
2023-06-30 $145k 2.0k 71.65
2023-03-31 $138k 2.0k 68.44
2022-12-31 $132k 2.0k 65.34

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Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Amazon Stock (AMZN)
Ishares Select Dividend Etf Etf (DVY)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for SOA Wealth Advisors

Top funds holding SPDR DJ Wilshire Mid Cap Growth

Citigroup
Stifel Financial
Benjamin F. Edwards & Company
Townsquare Capital
Parcion Private Wealth
AE Wealth Management
Financial Advisory Service
NorthRock Partners
First National Trust Company
Wellspring Financial Advisors
Tradewinds Capital Management
Advisor Group Holdings
Klingman & Associates
McAdam
GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth