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SPDR DJ Wilshire Mid Cap Growth shares owned by Sontag Advisory

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

Historical chart of Sontag 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 Sontag 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 91.56
2025-06-30 $1.1M 13k 86.87
2025-03-31 $1.0M 13k 79.46
2024-12-31 $1.1M 12k 86.89

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding SPDR DJ Wilshire Mid Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
NorthRock Partners
AE Wealth Management
Stifel Financial
Benjamin Edwards
Financial Advisory Service
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
First National Trust Company
Wellspring Financial Advisors
Klingman & Associates
Rehmann Capital Advisory
GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth