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SPDR DJ Wilshire Mid Cap Growth shares owned by GEN Financial Management

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

Historical chart of GEN Financial Management 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 GEN Financial 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 Growth by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 21k 92.43
2025-09-30 $1.8M 20k 91.56
2025-06-30 $1.8M 21k 86.87
2025-03-31 $291k 3.7k 79.46

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Series Trust State Street Spd (SLYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Spdr Series Trust State Street Spd (MDYG)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GEN Financial Management

Top funds holding SPDR DJ Wilshire Mid Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
AE Wealth Management
NorthRock Partners
Financial Advisory Service
Raymond James Financial
Stifel Financial
Wellspring Financial Advisors
First National Trust Company
Benjamin Edwards
Jones Financial Companies, L.L
Rehmann Capital Advisory
Klingman & Associates
GHP Investment Advisors
Univest National Bank and Trust

View all funds holding SPDR DJ Wilshire Mid Cap Growth