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SPDR DJ Wilshire Mid Cap Value shares owned by Ccg Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Ccg Wealth Management from 13F filings

Historical chart of Ccg Wealth Management investment in SPDR DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by Ccg Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Ccg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 5.3k 79.46
2024-06-30 $420k 5.8k 72.94
2024-03-31 $438k 5.8k 76.00
2023-12-31 $391k 5.3k 73.38

More positions owned by Ccg Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus Mid Cap Etf (IWR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Sempra Energy (SRE)
Homestreet (HMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ccg Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
LPL Financial
Lutz Financial Services
Tiaa Trust, National Association
Stifel Financial
Financial Advisory Service
Kestra Advisory Services
NorthRock Partners
Benjamin Edwards
Morgan Stanley
Wells Fargo & Company
Benjamin F. Edwards & Company
AE Wealth Management
Canandaigua National Bank and Trust Company

View all funds holding SPDR DJ Wilshire Mid Cap Value