Who owns SPDR DJ Wilshire Mid Cap Growth?

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

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Top investors of SPDR DJ Wilshire Mid Cap Growth stock

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

Fund or Company Name
Shares Held
Valued At
Change in Shares
As Of
Actions
Citigroup 2.4M $205M -3% Dec 2024
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LPL Financial 1.8M $153M 1% Dec 2024
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Stifel Financial 1.4M $122M 17% Dec 2024
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Financial Engines Advisors L.L.C 1.4M $121M -3% Dec 2024
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Benjamin Edwards 1.2M $103M 19% Dec 2024
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NorthRock Partners 998k $87M 186% Dec 2024
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Parcion Private Wealth 833k $72M 1% Dec 2024
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AE Wealth Management 646k $56M 17% Dec 2024
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Envestnet Asset Management 623k $54M -3% Dec 2024
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Confluence Investment Management 549k $48M 12% Dec 2024
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Morgan Stanley 474k $41M 43% Dec 2024
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Financial Advisory Service 455k $40M -1% Dec 2024
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Wells Fargo & Company 370k $32M 6% Dec 2024
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Wellspring Financial Advisors 368k $382k 0% Dec 2024
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First National Trust Company 359k $31M -2% Dec 2024
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Klingman & Associates 300k $26M 0% Dec 2024
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Honkamp Krueger Financial Services 292k $25M 7% Dec 2024
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GHP Investment Advisors 291k $25M 3% Dec 2024
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Raymond James Financial 288k $25M 100% Dec 2024
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Ameriprise Financial 267k $23M 10% Dec 2024
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HighTower Advisors 264k $23M 3% Dec 2024
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Rehmann Capital Advisory 261k $23M 2% Dec 2024
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Bank of America Corporation 251k $22M 8% Dec 2024
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Tiaa Trust, National Association 236k $21M 0% Dec 2024
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Commonwealth Equity Services 235k $20M 122% Dec 2024
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Private Advisor 234k $20M -25% Dec 2024
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McAdam 211k $18M -6% Dec 2024
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Rodgers & Associates 188k $16M -2% Dec 2024
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Shakespeare Wealth Management 187k $16M 0% Dec 2024
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Clark Capital Management Group 170k $15M 3% Dec 2024
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Mariner Wealth Advisors 167k $15M 6% Dec 2024
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CI Private Wealth 160k $14M -22% Dec 2024
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KWB Wealth 159k $14M -5% Mar 2025
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Segall Bryant & Hamill 158k $14M -5% Dec 2024
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Branch Banking & Trust Company 148k $13M 0% Dec 2024
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Northwestern Mutual Wealth Management Company 140k $12M 33% Dec 2024
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Foundations Investment Advisors 134k $12M 2182% Dec 2024
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Krasney Financial 131k $10M -12% Mar 2025
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SFG Wealth Management 125k $11M 10% Dec 2024
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Advisor Group Holdings 124k $11M -4% Dec 2024
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Balanced Wealth Group 120k $9.5M -3% Mar 2025
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Jones Financial Companies, L.L 118k $10M 45% Dec 2024
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JNBA Financial Advisors 117k $10M -2% Dec 2024
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ERn Financial 108k $9.3M 0% Dec 2024
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Integrated Capital Management 96k $8.3M 3% Dec 2024
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UBS Group 93k $8.0M -5% Dec 2024
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WCG Wealth Advisors 92k $8.0M 1% Dec 2024
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Townsquare Capital 89k $7.8M 11% Dec 2024
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Royal Bank of Canada 81k $6.1M 4% Dec 2024
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Prestige Wealth Management Group 79k $6.9M -1% Dec 2024
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Cetera Investment Advisers 77k $6.7M 0% Dec 2024
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Goldstone Financial Group 74k $5.9M 4% Mar 2025
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Pathstone Holdings 73k $6.3M 0% Dec 2024
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Diligent Investors 71k $5.6M -11% Mar 2025
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Emerald Investment Partners 70k $6.1M 23% Dec 2024
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Mercer Global Advisors 64k $5.6M -3% Dec 2024
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Cambridge Investment Research Advisors 64k $5.6M 7% Dec 2024
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May Barnhard Investments 63k $5.0M -2% Mar 2025
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Chartist 59k $34M -3% Dec 2024
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Waller Financial Planning Group 58k $5.0M 3% Dec 2024
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Obsidian Personal Planning Solutions 56k $5.1M 9% Dec 2024
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Koss-Olinger Consulting 55k $4.8M 0% Dec 2024
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Total Wealth Planning 54k $4.3M -2% Mar 2025
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Syntegra Private Wealth Group 52k $4.5M -1% Dec 2024
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Chicago Partners Investment 51k $4.5M 4% Dec 2024
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Bnp Paribas Arbitrage, Snc 50k $4.3M 4900% Dec 2024
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Michael S. Ryan 49k $3.9M 29% Mar 2025
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Stratos Wealth Partners 48k $4.2M 8% Dec 2024
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Kingsview Wealth Management 45k $3.9M 0% Dec 2024
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Signature Estate and Investment Advisors 44k $3.8M 15% Dec 2024
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Principal Securities 44k $3.8M 42% Dec 2024
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Goldman Sachs Group 43k $3.8M 0% Dec 2024
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Mml Investors Services 43k $3.7M 13% Dec 2024
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Gladstone Institutional Advisory 42k $3.6M -7% Dec 2024
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Visionary Wealth Advisors 40k $3.5M 3% Dec 2024
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Equitable Holdings 39k $3.4M 9% Dec 2024
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Perennial Investment Advisors 38k $3.3M -47% Dec 2024
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Keeley-Teton Advisors 37k $3.3M 0% Dec 2024
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H D Vest Advisory Services 36k $3.2M 20% Dec 2024
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Koshinski Asset Management 35k $3.1M -4% Dec 2024
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Creative Planning 32k $2.8M 6% Dec 2024
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Kingswood Wealth Advisors 32k $2.7M 1200% Dec 2024
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Investors Research Corp 30k $2.3M 0% Mar 2025
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Pacific Sun Financial Corp 29k $2.5M 0% Dec 2024
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CWM 29k $2.5M -4% Dec 2024
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Courage Miller Partners 29k $2.5M 0% Dec 2024
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Occidental Asset Management 28k $2.5M 24% Dec 2024
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Geneos Wealth Management 27k $2.4M 1% Dec 2024
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Park Avenue Securities 27k $2.2M 125% Mar 2025
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Oak Root 27k $2.1M 3% Mar 2025
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Linscomb & Williams 24k $2.1M 98% Dec 2024
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Jpmorgan Chase & Co 24k $2.1M 15% Dec 2024
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Brian McDonald 24k $2.1M -1% Dec 2024
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B&D White Capital Company 23k $2.0M 100% Dec 2024
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Heritage Wealth Management 23k $2.0M 48% Dec 2024
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Barden Capital Management 22k $1.8M 3% Mar 2025
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Us Bancorp 22k $1.9M 911% Dec 2024
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Bristlecone Advisors 22k $1.9M 10% Dec 2024
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Univest National Bank and Trust 22k $1.9M 13% Dec 2024
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Asset Managment 21k $1.9M 0% Dec 2024
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Captrust Financial Advisors 21k $1.8M -11% Dec 2024
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Denver Wealth Management 21k $1.8M 7% Dec 2024
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Sage Financial 21k $1.8M -4% Dec 2024
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Argent Trust 21k $1.8M 0% Dec 2024
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Susquehanna International 20k $1.7M -1% Dec 2024
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Atria Investments 20k $1.7M 9% Dec 2024
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Wealth Enhancement Advisory Services 19k $1.5M 5% Mar 2025
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IAG Wealth Partners 19k $1.5M 0% Mar 2025
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Snowden Capital Advisors 19k $1.6M -12% Dec 2024
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Key FInancial 19k $1.6M -4% Dec 2024
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American Financial & Tax Strategies 18k $1.6M 2% Dec 2024
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Pensionmark Financial Group 18k $1.6M -1% Dec 2024
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Buckingham Strategic Partners 18k $1.6M 100% Dec 2024
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Integrated Investment Consultants 18k $19k 100% Dec 2024
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Destiny Capital Corp 18k $1.4M 0% Mar 2025
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Orion Portfolio Solutions 17k $1.5M 9% Dec 2024
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Nelson, Van Denburg & Campbell Wealth Management 17k $1.5M 7% Dec 2024
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Independent Advisor Alliance 17k $1.5M 469% Dec 2024
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Smith Anglin Financial 17k $1.3M 1% Mar 2025
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Eqis Capital Management 17k $1.5M -1% Dec 2024
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MAI Wealth Advisors 16k $1.4M 6% Dec 2024
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Miracle Mile Advisors 16k $1.3M -8% Mar 2025
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SCS Capital Management 16k $1.4M 0% Dec 2024
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Farther Finance Advisors 16k $1.3M 2232% Mar 2025
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SJA Financial Advisory 16k $1.4M -3% Dec 2024
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U.S. Capital Wealth Advisors 16k $1.4M 100% Dec 2024
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SWMG 16k $1.4M -4% Dec 2024
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AlphaStar Capital Management 16k $1.3M 31% Dec 2024
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Brady Martz Wealth Solutions 16k $1.4M 100% Dec 2024
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Laidlaw Wealth Management 15k $1.3M -21% Dec 2024
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Twelve Points Wealth Management 15k $1.3M -2% Dec 2024
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We Are One Seven 15k $1.3M 15% Dec 2024
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Brookstone Capital Management 14k $1.2M 35% Dec 2024
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Atria Wealth Solutions 14k $1.2M -17% Dec 2024
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Moloney Securities Asset Management 14k $1.2M 2% Dec 2024
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Wambolt & Associates 14k $1.2M -5% Dec 2024
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LTG Capital 14k $1.2M 0% Dec 2024
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Central Trust & Investment 14k $1.2M 2% Dec 2024
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J.w. Cole Advisors 14k $1.2M 24% Dec 2024
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Florida Financial Advisors 13k $1.2M 33% Dec 2024
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Pure Financial Advisors 13k $1.1M -3% Dec 2024
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Salomon & Ludwin 13k $1.1M 1% Dec 2024
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Cary Street Partner Investment Advisory 13k $1.1M -75% Dec 2024
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MONECO Advisors 13k $1.1M 26% Dec 2024
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Trilogy Capital 13k $1.1M 0% Dec 2024
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Sontag Advisory 12k $1.1M 100% Dec 2024
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YHB Investment Advisors 12k $1.1M 9% Dec 2024
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Merit Financial Group 12k $953k -67% Mar 2025
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Mosaic Family Wealth Partners 12k $1.0M 56% Dec 2024
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Advance Capital Management 12k $937k 0% Mar 2025
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Lewis Asset Management 12k $1.0M -7% Dec 2024
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Kestra Advisory Services 12k $1.0M -27% Dec 2024
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Focus Financial Network 9.0k $712k -70% Mar 2025
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Parallel Advisors 2.7k $218k -81% Mar 2025
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International Assets Investment Management 2.4k $209k -99% Dec 2024
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Pinnacle Family Advisors 2.4k $206k -93% Dec 2024
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Tradewinds Capital Management 156.00 $14k -100% Dec 2024
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Who sold out of SPDR DJ Wilshire Mid Cap Growth?

Fund or Company Name
Date Sold
Shares Held
Valued At
Prudential Financial Sep 2024 41k $3.6M
Thrive Capital Management Sep 2024 15k $1.3M
Members Advisory Group Sep 2024 15k $1.3M
B.O.S.S. Retirement Advisors Sep 2024 13k $1.1M
Jane Street Sep 2024 12k $1.1M