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

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

Historical chart of Wealth Management Associates 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 Wealth Management Associates 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 Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $362k 4.6k 79.46
2024-12-31 $404k 4.7k 86.89
2024-09-30 $442k 5.0k 87.74
2024-06-30 $629k 7.5k 84.06
2024-03-31 $629k 7.5k 84.06

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Alphabet Cap Stk Cl A (GOOGL)
Kinder Morgan (KMI)

View all positions for Wealth Management Associates

Top funds holding SPDR DJ Wilshire Mid Cap Growth

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

View all funds holding SPDR DJ Wilshire Mid Cap Growth