Who owns SPDR DJ Wilshire Mid Cap?

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Analyze quarterly positions in SPDR DJ Wilshire Mid Cap with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR DJ Wilshire Mid Cap stock

Who bought or sold SPDR DJ Wilshire Mid Cap this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Creative Planning 62M $3.0B 4% Dec 2023
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LPL Financial 10M $457M 1% Sep 2023
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AlTi Global 5.9M $285M 100% Dec 2023
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Tiedemann Wealth Management 5.7M $252M -1% Sep 2023
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ValMark Advisers 5.6M $274M 1% Dec 2023
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CWM 4.3M $212M 67% Dec 2023
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Financial Gravity Wealth 2.9M $222M 0% Dec 2023
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Morgan Stanley 2.6M $115M 3% Sep 2023
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HighTower Advisors 2.6M $124M 12% Dec 2023
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Bridgeworth 1.7M $82M 0% Dec 2023
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RFG Advisory 1.4M $71M 8% Dec 2023
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Syntegra Private Wealth Group 1.4M $66M 0% Dec 2023
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Private Advisor 1.2M $57M -10% Dec 2023
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Atlas Private Wealth Advisors 1.1M $55M -10% Dec 2023
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Auto-Owners Insurance 1.0M $46M 0% Sep 2023
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Advisor Group Holdings 949k $46M -16% Dec 2023
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Cornerstone Wealth Management 859k $42M 54% Dec 2023
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Northwestern Mutual Wealth Management Company 850k $37M 15% Sep 2023
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Wells Fargo & Company 841k $41M 10% Dec 2023
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Great Valley Advisor Group 780k $38M 66% Dec 2023
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Gateway Wealth Partners 706k $31M -4% Sep 2023
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Waller Financial Planning Group 694k $34M 1% Dec 2023
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Koss-Olinger Consulting 688k $30M 3% Sep 2023
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OneAscent Financial Services 660k $32M 100% Dec 2023
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Envestnet Asset Management 630k $28M -9% Sep 2023
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Ameriprise Financial 601k $26M 6% Sep 2023
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Peterson Wealth Advisors 601k $29M 3% Dec 2023
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Royal Bank of Canada 587k $29M 22% Dec 2023
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AlphaStar Capital Management 576k $28M 2% Dec 2023
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Assetmark 557k $27M -3% Dec 2023
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Wealthcare Advisory Partners 537k $26M 5% Dec 2023
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Good Life Advisors 528k $26M 2% Dec 2023
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William Blair $ Company 522k $25M 24% Dec 2023
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UBS Group 486k $24M 27% Dec 2023
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AE Wealth Management 466k $23M 940% Dec 2023
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First International Bank & Trust 462k $23M 5% Dec 2023
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Measured Wealth Private Client Group 462k $23M -1% Dec 2023
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Texas Permanent School Fund 457k $22M 6% Dec 2023
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Global Retirement Partners 440k $21M 2% Dec 2023
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Wealth Enhancement Advisory Services 410k $20M 12% Dec 2023
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Raymond James Financial Services Advisors 397k $19M 124% Dec 2023
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Financial Strategies Group 396k $19M 0% Dec 2023
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Garrett Investment Advisors 366k $18M 0% Dec 2023
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Reston Wealth Management 353k $17M 3% Dec 2023
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TLWM 348k $17M 4% Dec 2023
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CI Private Wealth 338k $17M 104% Dec 2023
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Equitable Holdings 327k $14M 10% Sep 2023
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Fifth Third Bancorp 324k $16M 11% Dec 2023
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Mml Investors Services 324k $14M -5% Sep 2023
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Retirement Planning Group 314k $15M 12% Dec 2023
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Hills Bank And Trust Company 307k $15M 100% Dec 2023
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Cahaba Wealth Management 305k $15M 5% Dec 2023
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IHT Wealth Management 294k $13M -8% Sep 2023
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Bank of America Corporation 290k $14M 1% Dec 2023
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Geneos Wealth Management 276k $14M 5% Dec 2023
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Wealthquest 276k $13M 10% Dec 2023
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Commonwealth Equity Services 265k $13M -4% Dec 2023
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D. J. St. Germain 259k $13M 13% Dec 2023
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Monticello Wealth Management 246k $12M 1261% Dec 2023
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Advance Capital Management 246k $12M 5% Dec 2023
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Retirement Income Solutions 246k $12M 3% Dec 2023
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Capital Investment Advisory Services 240k $12M -4% Dec 2023
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Townsquare Capital 222k $11M 26% Dec 2023
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KWB Wealth 222k $11M 5% Dec 2023
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Strategic Financial 218k $11M 3% Dec 2023
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Western Wealth Management 215k $11M 10% Dec 2023
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Cary Street Partners Asset Management 214k $10M 0% Dec 2023
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Advisor Resource Council 207k $10M 100% Dec 2023
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Sontag Advisory 207k $10M -5% Dec 2023
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Windsor Capital Management 203k $9.9M -2% Dec 2023
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Moneta Group Investment Advisors 203k $9.9M -3% Dec 2023
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Advisory Alpha 200k $9.8M 11% Dec 2023
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Trilogy Capital 199k $9.7M 19% Dec 2023
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Integrated Wealth Concepts 199k $8.7M -17% Sep 2023
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Gerber Kawasaki Wealth & Investment Management 196k $8.6M 30% Sep 2023
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Beacon Pointe Advisors 192k $9.4M 1% Dec 2023
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Mariner Wealth Advisors 187k $9.1M -25% Dec 2023
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Envestnet Portfolio Solutions 185k $9.0M 100% Dec 2023
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Wagner Bowman Management 183k $8.9M 6% Dec 2023
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Pachira Investments 183k $8.9M -1% Dec 2023
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Hanson McClain Advisors 182k $8.9M -4% Dec 2023
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Alta Wealth Advisors 181k $8.8M 128% Dec 2023
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Montz Harcus Wealth Management 180k $8.8M 0% Dec 2023
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PSI Advisors 178k $8.7M 24% Dec 2023
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Citizens & Northern Corporation 172k $8.4M -3% Dec 2023
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Pathstone Holdings 170k $8.3M 100% Dec 2023
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Goldman Sachs Group 169k $8.2M 87% Dec 2023
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Frank. Day 167k $8.1M -2% Dec 2023
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Anfield Capital Management 160k $7.8M -2% Dec 2023
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North Star Asset Management 159k $7.7M 1208% Dec 2023
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Symphony Financial 157k $7.5M 23% Dec 2023
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Wrapmanager 154k $7.5M -2% Dec 2023
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Resources Investment Advisors 152k $6.7M -5% Sep 2023
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Pathstone Family Office 151k $6.6M 100% Sep 2023
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Park Avenue Securities 151k $7.4M 4% Dec 2023
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Private Wealth Group 151k $7.3M -3% Dec 2023
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Impact Partnership Wealth 149k $7.2M 100% Dec 2023
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IAG Wealth Partners 145k $7.1M 8% Dec 2023
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Hm Payson & Co 144k $6.3M -13% Sep 2023
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Thrivent Financial for Lutherans 137k $6.0M 79% Sep 2023
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Collaborative Wealth Managment 136k $6.6M 7% Dec 2023
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Cambridge Investment Research Advisors 136k $6.6M -3% Dec 2023
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TPG Financial Advisors 135k $6.5M 1% Dec 2023
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Stratos Wealth Partners 132k $6.4M -22% Dec 2023
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Pecaut & Co. 130k $6.3M 9% Dec 2023
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Financial Network Investment Corporation 128k $5.6M 16% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 128k $6.2M 777% Dec 2023
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Northern Trust 127k $5.6M 44% Sep 2023
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Goss Wealth Management 127k $5.5M 10% Sep 2023
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FF Advisors 122k $5.9M 100% Dec 2023
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Capital Analysts 114k $5.6M 2% Dec 2023
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Flagship Harbor Advisors 113k $5.5M 4% Dec 2023
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Leicht Financial Planning & Wealth Management 112k $5.5M 2% Dec 2023
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Foundations Investment Advisors 112k $5.4M -67% Dec 2023
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Vivaldi Capital Management 111k $5.4M 5% Dec 2023
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Warren Street Wealth Advisors 111k $5.4M 4% Dec 2023
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SPC Financial 108k $5.3M 7% Dec 2023
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IFG Advisory 104k $5.1M 2% Dec 2023
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Walkner Condon Financial Advisors 103k $5.0M 14% Dec 2023
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Merit Financial Group 100k $4.9M -17% Dec 2023
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Carnegie Capital Asset Management 97k $4.7M 44% Dec 2023
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Levy Wealth Management Group 96k $4.7M 2% Dec 2023
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Millington Financial Advisors 95k $4.6M 3% Dec 2023
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Bensler 93k $4.5M 16% Dec 2023
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Arq Wealth Advisors 92k $4.5M 4% Dec 2023
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Raymond James & Associates 91k $4.4M 240% Dec 2023
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Astor Investment Management 90k $4.4M 100% Dec 2023
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JNBA Financial Advisors 88k $4.3M -1% Dec 2023
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Resonant Capital Advisors 86k $4.2M -1% Dec 2023
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Moisand Fitzgerald Tamayo 86k $4.2M -43% Dec 2023
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Colony 84k $4.1M 100% Dec 2023
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Colony Group 84k $3.7M -1% Sep 2023
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HPM Partners 83k $4.1M -1% Dec 2023
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Modera Wealth Management 79k $3.9M -3% Dec 2023
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Pure Financial Advisors 74k $3.6M -3% Dec 2023
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Ausdal Financial Partners 73k $3.5M 7% Dec 2023
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Aspire Private Capital 68k $3.3M -4% Dec 2023
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NovaPoint Capital 67k $3.3M 6% Dec 2023
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Vista Investment Management 67k $3.3M 4% Dec 2023
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Strategic Financial Concepts 67k $3.2M 55% Dec 2023
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Annapolis Financial Services 64k $3.1M 0% Dec 2023
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Atria Investments 64k $3.1M 49% Dec 2023
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Wealth Management Group 61k $3.0M 0% Dec 2023
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Edmonds Duncan Registered Investment Advisors 61k $3.0M 6% Dec 2023
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Provence Wealth Management Group 61k $3.0M 0% Dec 2023
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Hibernia Wealth Partners 59k $2.9M 44% Dec 2023
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Vertex Planning Partners 59k $2.9M 29% Dec 2023
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Register Financial Advisors 59k $2.9M -1% Dec 2023
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Orion Portfolio Solutions 58k $2.8M 90% Dec 2023
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Destiny Capital Corp 57k $2.8M -10% Dec 2023
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Captrust Financial Advisors 57k $2.8M -27% Dec 2023
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Cavalier Investments 57k $2.5M -13% Sep 2023
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Nicolet Advisory Services 57k $2.4M -4% Sep 2023
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Jpmorgan Chase & Co 54k $2.6M -50% Dec 2023
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Watershed Private Wealth 52k $2.5M -16% Dec 2023
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Citadel Advisors 48k $2.3M -66% Dec 2023
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GPS Wealth Strategies Group 44k $2.1M -28% Dec 2023
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Who sold out of SPDR DJ Wilshire Mid Cap?

Fund or Company Name Date Sold Shares Held Valued At
Pinkerton Retirement Specialists Sep 2023 545k $24M
Veritable Jun 2023 148k $6.8M
Ubs Global Asset Management Americas Sep 2023 110k $4.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Sep 2023 84k $3.7M
Summit X Sep 2023 66k $2.9M
Security Financial Services Sep 2023 59k $2.6M