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 2.8M $220M 17% Mar 2025
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LPL Financial 1.8M $145M 4% Mar 2025
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Stifel Financial 1.4M $122M 17% Dec 2024
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Financial Engines Advisors L.L.C 1.3M $107M -3% Mar 2025
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Benjamin Edwards 1.0M $82M -13% Mar 2025
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NorthRock Partners 1.0M $81M 2% Mar 2025
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Envestnet Asset Management 770k $61M 24% Mar 2025
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AE Wealth Management 646k $56M 17% Dec 2024
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Morgan Stanley 474k $41M 100% Dec 2024
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Financial Advisory Service 461k $37M 1% Mar 2025
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Confluence Investment Management 442k $35M -19% Mar 2025
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Wellspring Financial Advisors 368k $382k 0% Dec 2024
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Wells Fargo & Company 367k $29M -1% Mar 2025
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Raymond James Financial 345k $27M 20% Mar 2025
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First National Trust Company 332k $26M -8% Mar 2025
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Klingman & Associates 300k $26M 0% Dec 2024
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GHP Investment Advisors 299k $24M 3% Mar 2025
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Clark Capital Management Group 298k $24M 75% Mar 2025
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Rehmann Capital Advisory 289k $23M 11% Mar 2025
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HighTower Advisors 264k $23M 3% Dec 2024
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Private Advisor 255k $20M 9% Mar 2025
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Bank of America Corporation 251k $22M 8% Dec 2024
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Commonwealth Equity Services 235k $20M 122% Dec 2024
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Convergence Financial 231k $18M 100% Mar 2025
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Ameriprise Financial 227k $18M -15% Mar 2025
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Honkamp Krueger Financial Services 216k $17M -26% Mar 2025
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Parcion Private Wealth 205k $16M -75% Mar 2025
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Rodgers & Associates 195k $16M 3% Mar 2025
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McAdam 193k $15M -8% Mar 2025
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Shakespeare Wealth Management 187k $16M 0% Dec 2024
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Jones Financial Companies, L.L 169k $13M 43% Mar 2025
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Mariner Wealth Advisors 165k $13M -1% Mar 2025
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KWB Wealth 159k $14M -5% Mar 2025
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Branch Banking & Trust Company 148k $12M 1% Mar 2025
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CI Private Wealth 145k $12M -9% Mar 2025
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Segall Bryant & Hamill 143k $11M -10% Mar 2025
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Tiaa Trust, National Association 142k $11M -40% Mar 2025
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Foundations Investment Advisors 141k $11M 5% Mar 2025
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Northwestern Mutual Wealth Management Company 140k $12M 33% Dec 2024
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Krasney Financial 131k $10M -12% Mar 2025
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SFG Wealth Management 131k $10M 5% Mar 2025
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Balanced Wealth Group 120k $9.5M -3% Mar 2025
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JNBA Financial Advisors 112k $8.9M -5% Mar 2025
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ERn Financial 106k $8.4M -2% Mar 2025
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Advisor Group Holdings 99k $7.9M -7% Mar 2025
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Integrated Capital Management 98k $7.8M 3% Mar 2025
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Townsquare Capital 94k $7.5M 5% Mar 2025
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UBS Group 92k $7.3M 0% Mar 2025
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Royal Bank of Canada 82k $5.1M 1% Mar 2025
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WCG Wealth Advisors 82k $6.5M -11% Mar 2025
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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 72k $5.7M -1% Mar 2025
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Obsidian Personal Planning Solutions 71k $5.6M 27% Mar 2025
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Emerald Investment Partners 71k $5.6M 1% Mar 2025
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Prestige Wealth Management Group 71k $5.6M -10% Mar 2025
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Diligent Investors 71k $5.6M -11% Mar 2025
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Financial Advocates Investment Management 67k $5.3M 866% Mar 2025
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May Barnhard Investments 63k $5.0M -2% Mar 2025
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Stratos Wealth Partners 63k $5.0M 30% Mar 2025
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Cambridge Investment Research Advisors 60k $4.7M -7% Mar 2025
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Chartist 59k $34M -3% Dec 2024
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Mercer Global Advisors 58k $4.6M -10% Mar 2025
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Chicago Partners Investment 56k $4.6M 11% Mar 2025
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Koss-Olinger Consulting 55k $4.4M 0% Mar 2025
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Total Wealth Planning 54k $4.3M -2% Mar 2025
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Syntegra Private Wealth Group 51k $4.0M -2% Mar 2025
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Bnp Paribas Arbitrage, Snc 51k $4.0M 1% Mar 2025
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Michael S. Ryan 49k $3.9M 29% Mar 2025
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Goldman Sachs Group 46k $3.7M 7% Mar 2025
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Kingsview Wealth Management 44k $3.5M -1% Mar 2025
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Principal Securities 44k $3.8M 0% Mar 2025
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Mml Investors Services 43k $3.7M 13% Dec 2024
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Waller Financial Planning Group 42k $3.3M -28% Mar 2025
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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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Signature Estate and Investment Advisors 34k $2.7M -22% Mar 2025
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Citadel Advisors 34k $2.7M 675% Mar 2025
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Koshinski Asset Management 34k $2.7M -5% Mar 2025
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Creative Planning 33k $2.6M 5% Mar 2025
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Kingswood Wealth Advisors 32k $2.6M 2% Mar 2025
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CWM 32k $2.6M 11% Mar 2025
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Courage Miller Partners 30k $2.4M 3% Mar 2025
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Investors Research Corp 30k $2.3M 0% Mar 2025
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Bristlecone Advisors 29k $2.3M 31% Mar 2025
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Pacific Sun Financial Corp 29k $2.3M 0% Mar 2025
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Geneos Wealth Management 27k $2.2M 0% Mar 2025
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Occidental Asset Management 28k $2.5M 24% 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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Brookstone Capital Management 25k $2.0M 76% Mar 2025
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U.S. Capital Wealth Advisors 24k $1.9M 55% Mar 2025
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Linscomb & Williams 24k $1.9M 1% Mar 2025
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Jpmorgan Chase & Co 24k $1.9M 1% Mar 2025
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Heritage Wealth Management 24k $1.9M 6% Mar 2025
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MONECO Advisors 23k $1.8M 79% Mar 2025
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B&D White Capital Company 23k $2.0M 100% Dec 2024
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Barden Capital Management 22k $1.8M 3% Mar 2025
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Us Bancorp 22k $1.8M -1% Mar 2025
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Florida Financial Advisors 22k $1.7M 63% Mar 2025
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Asset Managment 21k $1.9M 0% Dec 2024
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Argent Trust 21k $1.8M 0% Dec 2024
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Brian McDonald 20k $1.6M -14% Mar 2025
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Susquehanna International 20k $1.7M -1% Dec 2024
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Univest National Bank and Trust 20k $1.6M -9% Mar 2025
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Atria Investments 20k $1.7M 9% Dec 2024
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Captrust Financial Advisors 20k $1.6M -7% Mar 2025
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American Financial & Tax Strategies 19k $1.5M 5% Mar 2025
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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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Pensionmark Financial Group 19k $1.5M 3% Mar 2025
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Sage Financial 19k $1.5M -10% Mar 2025
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Key FInancial 19k $1.5M 0% Mar 2025
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Mosaic Family Wealth Partners 18k $1.5M 54% Mar 2025
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Destiny Capital Corp 18k $1.4M 0% Mar 2025
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AlphaStar Capital Management 18k $1.4M 13% 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 $1.4M 0% Mar 2025
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CWA Asset Management 17k $1.4M 100% Mar 2025
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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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Miracle Mile Advisors 16k $1.3M -8% Mar 2025
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Farther Finance Advisors 16k $1.3M 2232% Mar 2025
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Buckingham Strategic Partners 16k $1.3M -13% Mar 2025
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Snowden Capital Advisors 16k $1.3M -15% Mar 2025
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SJA Financial Advisory 16k $1.4M -3% Dec 2024
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Salomon & Ludwin 16k $1.2M 18% Mar 2025
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Twelve Points Wealth Management 15k $1.2M -1% Mar 2025
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MAI Wealth Advisors 15k $1.2M -9% Mar 2025
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SCS Capital Management 15k $1.2M -8% Mar 2025
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Atria Wealth Solutions 15k $1.2M 2% Mar 2025
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Centennial Wealth Advisory 14k $1.1M 23% Mar 2025
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We Are One Seven 14k $1.1M -5% Mar 2025
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Wambolt & Associates 14k $1.1M 1% Mar 2025
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LTG Capital 14k $1.1M -1% Mar 2025
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Central Trust & Investment 14k $1.1M -2% Mar 2025
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Brady Martz Wealth Solutions 13k $1.0M -15% Mar 2025
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Cary Street Partner Investment Advisory 13k $1.1M -75% Dec 2024
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Sontag Advisory 13k $1.0M 4% Mar 2025
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Pure Financial Advisors 13k $1.0M -3% Mar 2025
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Trilogy Capital 13k $1.1M 0% Dec 2024
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Bill Few Associates 12k $978k 10% Mar 2025
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YHB Investment Advisors 12k $972k 1% Mar 2025
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Moloney Securities Asset Management 12k $963k -15% Mar 2025
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Merit Financial Group 12k $953k -67% Mar 2025
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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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Denver Wealth Management 8.1k $646k -62% Mar 2025
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J.w. Cole Advisors 6.4k $506k -53% Mar 2025
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Independent Advisor Alliance 4.1k $329k -76% Mar 2025
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SWMG 3.8k $296k -76% Mar 2025
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Parallel Advisors 2.7k $218k -81% Mar 2025
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Pinnacle Family Advisors 2.4k $206k -93% 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
Integrated Investment Consultants Dec 2024 18k $19k
Laidlaw Wealth Management Dec 2024 15k $1.3M