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SPDR DJ Wilshire Mid Cap Value shares owned by Merit Financial Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 58k 79.46

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Merit Financial Group

Top funds holding SPDR DJ Wilshire Mid Cap Value

Wealth Enhancement Advisory Services
LPL Financial
Lutz Financial Services
Tiaa Trust, National Association
Stifel Financial
Financial Advisory Service
Kestra Advisory Services
NorthRock Partners
Strategic Financial Concepts
Morgan Stanley
Benjamin F. Edwards & Company
Wells Fargo & Company
Canandaigua National Bank and Trust Company
First Pacific Financial
Klingman & Associates

View all funds holding SPDR DJ Wilshire Mid Cap Value