Who owns SPDR DJ Wilshire Mid Cap Value?
- Ticker: MDYV
- CUSIP Number: 78464A839
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Mid Cap Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire Mid Cap Value stock
Who bought or sold SPDR DJ Wilshire Mid Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 5.2M | $398M | 16% | Mar 2024 |
|
| Advisor Group Holdings | 985k | $72M | 327% | Dec 2023 |
|
| Stifel Financial | 931k | $68M | -39% | Dec 2023 |
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| Townsquare Capital | 773k | $57M | 6% | Dec 2023 |
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| Tiaa Trust, National Association | 653k | $48M | 14% | Dec 2023 |
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| Benjamin F. Edwards & Company | 649k | $45M | -41% | Dec 2023 |
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| Lutz Financial Services | 645k | $47M | 6% | Dec 2023 |
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| NorthRock Partners | 612k | $45M | -3% | Dec 2023 |
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| Financial Advisory Service | 564k | $41M | 15% | Dec 2023 |
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| Orion Portfolio Solutions | 555k | $40M | 10168% | Dec 2023 |
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| First National Trust Company | 369k | $27M | -12% | Dec 2023 |
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| Klingman & Associates | 349k | $26M | 0% | Dec 2023 |
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| First Pacific Financial | 349k | $27M | 2% | Mar 2024 |
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| JNBA Financial Advisors | 348k | $26M | 4% | Dec 2023 |
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| Wells Fargo & Company | 316k | $23M | 1% | Dec 2023 |
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| Asset Dedication | 270k | $21M | -1% | Mar 2024 |
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| AE Wealth Management | 266k | $19M | 101% | Dec 2023 |
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| GHP Investment Advisors | 262k | $19M | 2% | Dec 2023 |
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| HighTower Advisors | 255k | $19M | 12% | Dec 2023 |
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| McAdam | 241k | $18M | -2% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 228k | $17M | 23% | Dec 2023 |
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| Tradewinds Capital Management | 221k | $17M | 10210% | Mar 2024 |
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| ERn Financial | 220k | $17M | 0% | Mar 2024 |
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| Alesco Advisors | 207k | $15M | -68% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 204k | $15M | 100% | Dec 2023 |
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| Rodgers & Associates | 203k | $15M | 7% | Dec 2023 |
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| KWB Wealth | 189k | $14M | -3% | Mar 2024 |
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| Krasney Financial | 187k | $14M | -2% | Mar 2024 |
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| Principal Securities | 177k | $13M | 100% | Dec 2023 |
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| Michael S. Ryan | 167k | $12M | 2% | Dec 2023 |
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| Kestra Advisory Services | 155k | $11M | 1246% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 153k | $11M | 9% | Dec 2023 |
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| WCG Wealth Advisors | 149k | $11M | -7% | Dec 2023 |
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| Private Wealth Management Group | 140k | $10M | 100% | Dec 2023 |
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| Retirement Group | 140k | $10M | 0% | Dec 2023 |
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| ABLE Financial Group | 126k | $9.2M | 7% | Dec 2023 |
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| Commonwealth Equity Services | 120k | $8.8M | -14% | Dec 2023 |
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| Royal Bank of Canada | 109k | $8.0M | -11% | Dec 2023 |
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| Mariner Wealth Advisors | 109k | $8.0M | -2% | Dec 2023 |
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| Total Wealth Planning | 103k | $7.8M | -4% | Mar 2024 |
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| Diligent Investors | 91k | $6.7M | -7% | Dec 2023 |
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| CWM | 90k | $6.8M | 23% | Mar 2024 |
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| Sage Financial | 81k | $6.0M | 0% | Dec 2023 |
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| Emerald Investment Partners | 81k | $6.0M | 4% | Dec 2023 |
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| Marotta Asset Management | 79k | $5.8M | 4% | Dec 2023 |
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| Bank of America Corporation | 78k | $5.7M | 2% | Dec 2023 |
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| Envestnet Portfolio Solutions | 76k | $5.6M | 100% | Dec 2023 |
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| Prestige Wealth Management Group | 74k | $5.4M | 0% | Dec 2023 |
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| Pathstone Holdings | 72k | $5.3M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 71k | $5.4M | -62% | Mar 2024 |
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| Capital Wealth Management | 69k | $5.3M | 3% | Mar 2024 |
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| RTD Financial Advisors | 66k | $5.0M | -3% | Mar 2024 |
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| Gladstone Institutional Advisory | 64k | $4.7M | 3% | Dec 2023 |
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| IAG Wealth Partners | 63k | $4.8M | -2% | Mar 2024 |
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| Signature Estate and Investment Advisors | 63k | $4.6M | 4% | Dec 2023 |
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| Waller Financial Planning Group | 63k | $4.6M | 0% | Dec 2023 |
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| UBS Group | 60k | $4.4M | -4% | Dec 2023 |
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| Private Advisor | 60k | $4.4M | -47% | Dec 2023 |
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| Clarus Wealth Advisors | 58k | $4.2M | 1% | Mar 2024 |
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| Charles Schwab Investment Management | 51k | $3.7M | -15% | Dec 2023 |
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| Bailard | 50k | $3.7M | 3% | Dec 2023 |
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| Annapolis Financial Services | 50k | $3.8M | 0% | Mar 2024 |
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| CI Private Wealth | 49k | $3.6M | 100% | Dec 2023 |
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| Financial Guidance Group | 49k | $3.6M | 1% | Dec 2023 |
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| SigFig Wealth Management | 44k | $3.2M | 100% | Dec 2023 |
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| Kingsview Wealth Management | 43k | $3.2M | -2% | Dec 2023 |
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| Geneos Wealth Management | 42k | $3.1M | 29% | Dec 2023 |
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| Balanced Wealth Group | 42k | $3.1M | 100% | Dec 2023 |
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| Foundations Investment Advisors | 42k | $3.0M | 100% | Dec 2023 |
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| Portside Wealth Group | 41k | $3.1M | 6% | Mar 2024 |
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| Atria Wealth Solutions | 40k | $2.9M | 100% | Dec 2023 |
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| Honkamp Krueger Financial Services | 39k | $2.9M | 2% | Dec 2023 |
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| Benjamin Edwards | 39k | $2.8M | -28% | Dec 2023 |
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| National Asset Management | 37k | $2.7M | 1088% | Dec 2023 |
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| Lodestar Private Asset Management | 35k | $2.6M | -2% | Dec 2023 |
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| Farther Finance Advisors | 33k | $2.4M | -3% | Dec 2023 |
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| Chicago Partners Investment | 31k | $2.2M | 8% | Dec 2023 |
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| Cambridge Investment Research Advisors | 30k | $2.3M | -4% | Mar 2024 |
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| Courage Miller Partners | 29k | $2.2M | 1% | Mar 2024 |
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| IMC-Chicago | 29k | $2.2M | 100% | Mar 2024 |
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| Stratos Wealth Advisors | 28k | $2.1M | -3% | Mar 2024 |
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| Ignite Planners | 26k | $2.0M | 19% | Mar 2024 |
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| Atria Investments | 25k | $1.9M | -33% | Dec 2023 |
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| Acorn Financial Advisory Services | 25k | $1.8M | -20% | Dec 2023 |
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| Occidental Asset Management | 25k | $1.9M | 1% | Mar 2024 |
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| Visionary Wealth Advisors | 24k | $1.8M | -47% | Dec 2023 |
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| Wealthcare Advisory Partners | 23k | $1.8M | 12% | Mar 2024 |
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| Omega Financial Group | 23k | $1.8M | -5% | Mar 2024 |
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| Juncture Wealth Strategies | 23k | $1.7M | 0% | Mar 2024 |
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| Courier Capital Corp | 23k | $1.7M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 22k | $1.6M | -4% | Dec 2023 |
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| Creative Planning | 22k | $1.6M | -26% | Dec 2023 |
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| Smith Anglin Financial | 22k | $1.6M | -33% | Dec 2023 |
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| Great Valley Advisor Group | 21k | $1.5M | 12% | Dec 2023 |
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| Mercer Global Advisors | 21k | $1.5M | -6% | Dec 2023 |
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| IFP Advisors | 20k | $1.5M | -1% | Dec 2023 |
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| Wambolt & Associates | 20k | $1.5M | -20% | Dec 2023 |
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| IFG Advisory | 19k | $1.4M | 7% | Dec 2023 |
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| My Purposeful Wealth Corp. | 19k | $1.4M | 3% | Dec 2023 |
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| Pure Financial Advisors | 18k | $1.4M | 3% | Mar 2024 |
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| D. Scott Neal | 18k | $1.4M | -3% | Mar 2024 |
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| Branch Banking & Trust Company | 18k | $1.3M | 15% | Dec 2023 |
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| Texas Permanent School Fund | 17k | $1.2M | 0% | Dec 2023 |
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| Hanson McClain Advisors | 17k | $1.2M | 1% | Dec 2023 |
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| Stratos Wealth Partners | 16k | $1.2M | 368% | Mar 2024 |
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| LTG Capital | 15k | $1.1M | 1% | Dec 2023 |
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| Lewis Asset Management | 15k | $1.1M | 100% | Dec 2023 |
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| Good Life Advisors | 15k | $1.1M | 100% | Dec 2023 |
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| SWMG | 15k | $1.1M | -53% | Dec 2023 |
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| Goldman Sachs Group | 15k | $1.1M | -48% | Dec 2023 |
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| Jpmorgan Chase & Co | 15k | $1.1M | 9% | Dec 2023 |
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| CX Institutional | 14k | $1.1M | 6% | Mar 2024 |
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| Waypoint Capital Advisors | 14k | $1.0M | 0% | Dec 2023 |
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| We Are One Seven | 14k | $1.0M | 7% | Dec 2023 |
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| Measured Wealth Private Client Group | 14k | $1.0M | -19% | Mar 2024 |
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| Montz Harcus Wealth Management | 14k | $1.0M | 0% | Dec 2023 |
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| Krilogy Financial | 13k | $976k | 0% | Dec 2023 |
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| MONECO Advisors | 13k | $955k | 0% | Dec 2023 |
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| Commonwealth Financial Services | 13k | $927k | -10% | Dec 2023 |
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| Colonial River Wealth Management | 12k | $906k | 100% | Dec 2023 |
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| Cape Investment Advisory | 12k | $901k | 1% | Dec 2023 |
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| HFG Advisors | 12k | $891k | 0% | Mar 2024 |
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| Kestra Private Wealth Services | 12k | $851k | 6% | Dec 2023 |
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| Colony | 12k | $845k | 100% | Dec 2023 |
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| Wrapmanager | 12k | $845k | -1% | Dec 2023 |
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| Dfpg Investments | 11k | $816k | -3% | Dec 2023 |
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| Collective Family Office | 11k | $844k | 0% | Mar 2024 |
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| Eclectic Associates | 11k | $807k | -3% | Mar 2024 |
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| Salomon & Ludwin | 10k | $673k | 0% | Dec 2023 |
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| Madison Park Capital Advisors | 10k | $788k | 6% | Mar 2024 |
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| Drive Wealth Management | 10k | $785k | -22% | Mar 2024 |
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| HF Advisory Group | 10k | $775k | 17% | Mar 2024 |
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| Keystone Financial Group | 10k | $738k | 2% | Dec 2023 |
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| Invera Wealth Advisors | 9.9k | $698k | -66% | Mar 2024 |
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| Pacific Sun Financial Corp | 9.3k | $685k | 0% | Dec 2023 |
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| TAGStone Capital | 9.2k | $675k | 0% | Dec 2023 |
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| Advance Capital Management | 9.1k | $691k | 0% | Mar 2024 |
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| Park Avenue Securities | 9.0k | $687k | -67% | Mar 2024 |
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| Brookstone Capital Management | 9.0k | $685k | -3% | Mar 2024 |
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| SJA Financial Advisory | 8.8k | $649k | -7% | Dec 2023 |
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| Global Retirement Partners | 8.8k | $670k | 27% | Mar 2024 |
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| Acas | 8.6k | $634k | 0% | Dec 2023 |
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| SOL Capital Management | 8.3k | $611k | 0% | Dec 2023 |
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| Silver Oak Securities | 8.3k | $609k | 68% | Dec 2023 |
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| Wallace Advisory Group | 8.2k | $601k | -5% | Mar 2024 |
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| PFG Advisors | 8.1k | $592k | 2% | Dec 2023 |
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| Johnson Investment Counsel | 8.0k | $586k | 0% | Dec 2023 |
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| Baker Tilly Financial | 7.9k | $582k | 59% | Dec 2023 |
|
| Prime Capital Investment Advisors | 7.9k | $576k | 73% | Dec 2023 |
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| Steward Partners Investment Advisory | 7.6k | $556k | 37% | Dec 2023 |
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| Arq Wealth Advisors | 7.3k | $532k | -17% | Dec 2023 |
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| Citadel Advisors | 6.2k | $453k | -66% | Dec 2023 |
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| Financial Advocates Investment Management | 4.5k | $328k | -54% | Dec 2023 |
|
| Centennial Wealth Advisory | 2.9k | $222k | -90% | Mar 2024 |
|
| Centaurus Financial | 1.8k | $134k | -95% | Dec 2023 |
|
Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 72k | $4.6M |
| Prospera Financial Services | Sep 2023 | 62k | $4.0M |
| Cordatus Wealth Management | Sep 2023 | 58k | $3.8M |
| Koshinski Asset Management | Sep 2023 | 48k | $3.1M |
| Flow Traders US | Sep 2023 | 27k | $1.7M |
| Janney Montgomery Scott | Sep 2023 | 24k | $1.5M |