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SPDR DJ Wilshire Mid Cap Growth shares owned by Forum Private Client Group

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group 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 Forum Private Client 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 Growth by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 2.1k 112.08

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust St Inter Bd Etf (SPIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding SPDR DJ Wilshire Mid Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
AE Wealth Management
NorthRock Partners
Morgan Stanley
Financial Advisory Service
Raymond James Financial
Envestnet Asset Management
Convergence Financial
Wellspring Financial Advisors
First National Trust Company
Rehmann Capital Advisory
Honkamp Krueger Financial Services
Jones Financial Companies, L.L
GHP Investment Advisors

View all funds holding SPDR DJ Wilshire Mid Cap Growth