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SPDR DJ Wilshire Mid Cap Growth shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 262k 91.56
2025-06-30 $21M 246k 86.87
2025-03-31 $18M 231k 79.46

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

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