Who owns SPDR DJ Wilshire Mid Cap Value?

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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
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Financial Engines Advisors L.L.C 1.7M $130M 100% Mar 2024
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LPL Financial 1.3M $103M 100% Mar 2024
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Stifel Financial 933k $71M 0% Mar 2024
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Townsquare Capital 804k $61M 4% Mar 2024
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Lutz Financial Services 665k $51M 3% Mar 2024
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Benjamin F. Edwards & Company 657k $45M 1% Mar 2024
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Tiaa Trust, National Association 643k $49M -2% Mar 2024
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NorthRock Partners 599k $46M -2% Mar 2024
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Financial Advisory Service 560k $43M -1% Mar 2024
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Kestra Advisory Services 529k $40M 242% Mar 2024
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Morgan Stanley 474k $36M 100% Mar 2024
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Canandaigua National Bank and Trust Company 356k $26M 100% Jun 2024
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Wells Fargo & Company 351k $27M 11% Mar 2024
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First Pacific Financial 349k $27M 2% Mar 2024
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Klingman & Associates 346k $26M -1% Mar 2024
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First National Trust Company 333k $25M -10% Mar 2024
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Asset Dedication 270k $21M -1% Mar 2024
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GHP Investment Advisors 266k $20M 1% Mar 2024
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AE Wealth Management 264k $20M -1% Mar 2024
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JNBA Financial Advisors 256k $20M -26% Mar 2024
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McAdam 241k $18M -2% Mar 2024
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Balanced Wealth Group 234k $8.5M 460% Mar 2024
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Cary Street Partner Investment Advisory 231k $18M 2% Mar 2024
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Envestnet Asset Management 228k $17M 100% Mar 2024
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Tradewinds Capital Management 221k $17M 10210% Mar 2024
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HighTower Advisors 220k $17M -14% Mar 2024
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ERn Financial 220k $17M 0% Mar 2024
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Confluence Investment Management 212k $16M -35% Jun 2024
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Rockbridge Investment Management, LCC 211k $16M 4% Mar 2024
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Rodgers & Associates 210k $16M 3% Mar 2024
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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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Equitable Holdings 176k $13M 43% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 164k $13M 7% Mar 2024
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Clark Capital Management Group 161k $12M 100% Mar 2024
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Cetera Investment Advisers 154k $12M 100% Mar 2024
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Michael S. Ryan 151k $11M -14% Jun 2024
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FinTrust Capital Advisors 151k $12M 100% Mar 2024
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Private Wealth Management Group 145k $11M 3% Mar 2024
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Retirement Group 140k $11M -1% Mar 2024
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Alesco Advisors 135k $10M -35% Mar 2024
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IHT Wealth Management 132k $10M 2% Mar 2024
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Commonwealth Equity Services 131k $10M 9% Mar 2024
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Thrivent Financial for Lutherans 123k $9.4M 100% Mar 2024
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Mariner Wealth Advisors 106k $8.0M -2% Mar 2024
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Advisor Group Holdings 105k $8.0M -89% Mar 2024
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Total Wealth Planning 103k $7.8M -4% Mar 2024
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WCG Wealth Advisors 101k $7.7M -32% Mar 2024
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CWM 100k $7.3M 11% Jun 2024
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Diligent Investors 90k $6.9M -1% Mar 2024
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Ameriprise Financial 89k $6.8M 100% Mar 2024
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Goldman Sachs Group 88k $6.7M 493% Mar 2024
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Prestige Wealth Management Group 84k $6.4M 13% Mar 2024
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Sage Financial 81k $6.2M 0% Mar 2024
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Eqis Capital Management 77k $5.9M 100% Mar 2024
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Royal Bank of Canada 74k $5.6M -32% Mar 2024
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Pathstone Holdings 72k $5.5M 0% Mar 2024
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Marotta Asset Management 72k $5.5M -9% Mar 2024
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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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Bank of America Corporation 68k $5.2M -13% Mar 2024
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Emerald Investment Partners 67k $5.1M -18% Mar 2024
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RTD Financial Advisors 66k $5.0M -3% Mar 2024
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Waller Financial Planning Group 65k $4.8M 3% Jun 2024
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Foundations Investment Advisors 64k $4.9M 54% Mar 2024
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Signature Estate and Investment Advisors 64k $4.9M 3% Mar 2024
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IAG Wealth Partners 63k $4.8M -2% Mar 2024
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Perennial Investment Advisors 63k $4.8M 100% Mar 2024
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Gladstone Institutional Advisory 63k $4.8M -1% Mar 2024
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Private Advisor 62k $4.7M 4% Mar 2024
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UBS Group 60k $4.6M 0% Mar 2024
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Garden State Investment Advisory Services 57k $4.3M -33% Mar 2024
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Clarus Wealth Advisors 57k $4.1M -2% Jun 2024
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Bailard 50k $3.8M 0% Mar 2024
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Financial Guidance Group 50k $3.8M 2% Mar 2024
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Aptus Capital Advisors 50k $3.8M 100% Mar 2024
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Annapolis Financial Services 50k $3.8M 0% Mar 2024
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CI Private Wealth 48k $3.7M -2% Mar 2024
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Northwestern Mutual Wealth Management Company 48k $3.6M 100% Mar 2024
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Koshinski Asset Management 47k $3.3M -7% Jun 2024
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Kingsview Wealth Management 43k $3.3M 0% Mar 2024
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Portside Wealth Group 41k $3.1M 6% Mar 2024
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Benjamin Edwards 40k $3.0M 3% Mar 2024
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Honkamp Krueger Financial Services 38k $2.9M -4% Mar 2024
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Geneos Wealth Management 37k $2.8M -12% Mar 2024
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Jones Financial Companies, L.L 37k $2.8M 12% Mar 2024
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Lodestar Private Asset Management 35k $2.7M -1% Mar 2024
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Integrated Wealth Concepts 34k $2.6M 100% Mar 2024
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Chicago Partners Investment 32k $2.3M 4% Mar 2024
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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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Farther Finance Advisors 29k $2.1M -13% Mar 2024
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Ignite Planners 28k $2.0M 8% Jun 2024
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Stratos Wealth Advisors 28k $2.1M -3% Mar 2024
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Occidental Asset Management 25k $1.9M 1% Mar 2024
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Principal Securities 25k $1.9M -86% Mar 2024
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Visionary Wealth Advisors 24k $1.9M 1% Mar 2024
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Wealthcare Advisory Partners 23k $1.8M 12% Mar 2024
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Branch Banking & Trust Company 23k $1.7M 26% Mar 2024
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Omega Financial Group 23k $1.7M -1% Jun 2024
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Courier Capital Corp 23k $1.7M 0% Mar 2024
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Smith Anglin Financial 23k $1.6M -1% Jun 2024
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Juncture Wealth Strategies 23k $1.6M -1% Jun 2024
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Barden Capital Management 22k $1.7M 100% Mar 2024
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Citadel Advisors 21k $1.6M 247% Mar 2024
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Captrust Financial Advisors 21k $1.6M -7% Mar 2024
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Creative Planning 20k $1.5M -10% Mar 2024
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IFG Advisory 20k $1.5M 2% Mar 2024
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Atria Investments 20k $1.5M -22% Mar 2024
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Acorn Financial Advisory Services 20k $1.5M -22% Mar 2024
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Great Valley Advisor Group 19k $1.4M -10% Mar 2024
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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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Prudential Financial 17k $1.3M -60% Mar 2024
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My Purposeful Wealth Corp. 17k $1.3M -10% Mar 2024
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Texas Permanent School Fund 17k $1.3M 0% Mar 2024
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Stratos Wealth Partners 16k $1.2M 368% Mar 2024
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Hanson McClain Advisors 16k $1.2M -6% Mar 2024
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LTG Capital 15k $1.2M -1% Mar 2024
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SWMG 15k $1.2M 2% Mar 2024
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Mml Investors Services 15k $1.1M -72% Mar 2024
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Lewis Asset Management 15k $1.1M -4% Mar 2024
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We Are One Seven 14k $1.1M 3% Mar 2024
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CX Institutional 14k $1.0M -1% Jun 2024
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MONECO Advisors 14k $1.1M 8% Mar 2024
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Waypoint Capital Advisors 14k $1.1M 0% Mar 2024
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Montz Harcus Wealth Management 14k $1.1M 1% Mar 2024
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Wambolt & Associates 14k $1.0M -31% Mar 2024
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Measured Wealth Private Client Group 14k $1.0M -19% Mar 2024
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Jpmorgan Chase & Co 14k $1.0M -7% Mar 2024
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Krilogy Financial 13k $972k -4% Mar 2024
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Mercer Global Advisors 13k $967k -38% Mar 2024
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Commonwealth Financial Services 13k $927k 0% Mar 2024
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Cape Investment Advisory 12k $922k -1% Mar 2024
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Salomon & Ludwin 12k $911k 16% Mar 2024
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Prime Capital Investment Advisors 12k $897k 50% Mar 2024
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HFG Advisors 12k $852k 0% Jun 2024
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Kestra Private Wealth Services 12k $883k 0% Mar 2024
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Good Life Advisors 12k $880k -24% Mar 2024
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Collective Family Office 11k $810k 0% Jun 2024
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D. E. Shaw & Co 11k $842k 100% Mar 2024
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Wrapmanager 11k $827k -6% Mar 2024
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Norden Group 10k $788k 100% Mar 2024
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Madison Park Capital Advisors 10k $788k 6% Mar 2024
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Park Avenue Securities 10k $755k 15% Jun 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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Eclectic Associates 10k $735k -5% Jun 2024
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Renaissance Technologies 10k $762k -3% Mar 2024
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Invera Wealth Advisors 9.9k $698k -66% Mar 2024
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Colony 9.8k $747k -15% Mar 2024
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ABLE Financial Group 6.8k $514k -95% Mar 2024
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Orion Portfolio Solutions 4.5k $344k -99% Mar 2024
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Atria Wealth Solutions 3.7k $281k -91% Mar 2024
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National Asset Management 3.1k $202k -92% Mar 2024
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Centennial Wealth Advisory 2.9k $222k -90% Mar 2024
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Who sold out of SPDR DJ Wilshire Mid Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Envestnet Portfolio Solutions Dec 2023 76k $5.6M
Charles Schwab Investment Management Dec 2023 51k $3.7M
SigFig Wealth Management Dec 2023 44k $3.2M
Diversify Advisory Services Mar 2024 13k $1.0M
Colonial River Wealth Management Dec 2023 12k $906k