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SPDR DJ Wilshire Mid Cap Growth shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $379k 368k 1.03
2023-06-30 $380k 368k 1.03
2023-03-31 $416k 368k 1.13
2022-12-31 $414k 368k 1.12
2022-09-30 $410k 368k 1.11
2022-06-30 $436k 369k 1.18
2022-03-31 $1.5M 383k 3.90
2021-12-31 $2.2M 390k 5.71
2021-09-30 $2.4M 403k 5.96
2021-06-30 $3.2M 41k 77.51
2021-03-31 $615k 14k 42.81
2020-12-31 $2.3M 34k 69.34
2020-09-30 $1.8M 31k 57.40
2020-06-30 $1.3M 24k 53.79
2020-03-31 $615k 14k 42.81

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial 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
NorthRock Partners
Financial Advisory Service
First National Trust Company
Private Advisor
Tradewinds Capital Management
Klingman & Associates
Advisor Group Holdings
McAdam
GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth