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 | 3.2M | $218M | 62% | Jun 2023 |
|
| Stifel Financial | 1.5M | $106M | -5% | Jun 2023 |
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| Financial Engines Advisors L.L.C | 1.5M | $100M | 0% | Jun 2023 |
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| Benjamin F. Edwards & Company | 1.1M | $76M | -5% | Jun 2023 |
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| LPL Financial | 1.0M | $70M | -16% | Jun 2023 |
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| Alesco Advisors | 691k | $48M | 1% | Jun 2023 |
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| Townsquare Capital | 644k | $43M | 3% | Mar 2023 |
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| NorthRock Partners | 622k | $43M | -9% | Jun 2023 |
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| Confluence Investment Management | 607k | $42M | -7% | Jun 2023 |
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| Lutz Financial Services | 593k | $41M | 7% | Jun 2023 |
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| Tiaa | 550k | $38M | 3% | Jun 2023 |
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| Advisor Group Holdings | 549k | $38M | 9% | Jun 2023 |
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| Financial Advisory Service | 498k | $34M | 1% | Jun 2023 |
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| First National Trust Company | 406k | $28M | -1% | Jun 2023 |
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| Envestnet Asset Management | 377k | $26M | 30% | Jun 2023 |
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| Morgan Stanley | 361k | $25M | 4% | Jun 2023 |
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| Klingman & Associates | 356k | $25M | -1% | Jun 2023 |
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| First Pacific Financial | 339k | $23M | 3% | Jun 2023 |
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| JNBA Financial Advisors | 294k | $20M | 14% | Jun 2023 |
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| Asset Dedication | 280k | $19M | 8% | Jun 2023 |
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| Wells Fargo & Company | 273k | $19M | -13% | Jun 2023 |
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| GHP Investment Advisors | 254k | $18M | 1% | Jun 2023 |
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| McAdam | 252k | $17M | -2% | Jun 2023 |
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| HighTower Advisors | 242k | $17M | 2% | Jun 2023 |
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| Clark Capital Management Group | 238k | $16M | 6% | Jun 2023 |
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| ERn Financial | 197k | $14M | 4% | Jun 2023 |
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| Krasney Financial | 193k | $13M | 1% | Jun 2023 |
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| Rodgers & Associates | 190k | $13M | 3% | Jun 2023 |
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| Michael S. Ryan | 162k | $11M | 100% | Jun 2023 |
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| Private Advisor | 152k | $11M | 1% | Jun 2023 |
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| WCG Wealth Advisors | 150k | $10M | -8% | Jun 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 141k | $9.7M | 4% | Jun 2023 |
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| FinTrust Capital Advisors | 139k | $9.0M | 0% | Jun 2023 |
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| KWB Wealth | 138k | $9.5M | -54% | Jun 2023 |
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| Retirement Group | 138k | $9.5M | 0% | Jun 2023 |
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| Commonwealth Equity Services | 136k | $9.4M | 35% | Jun 2023 |
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| Cary Street Partner Investment Advisory | 134k | $9.2M | 276% | Jun 2023 |
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| Mariner Wealth Advisors | 119k | $8.2M | -5% | Jun 2023 |
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| Thrivent Financial for Lutherans | 116k | $8.0M | 6% | Jun 2023 |
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| Total Wealth Planning | 112k | $7.7M | 2% | Jun 2023 |
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| Diligent Investors | 109k | $7.5M | -1% | Jun 2023 |
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| Eqis Capital Management | 103k | $7.1M | -18% | Jun 2023 |
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| Amerivest Investment Management | 98k | $6.7M | -39% | Jun 2023 |
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| Equitable Holdings | 97k | $6.7M | 1% | Jun 2023 |
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| AE Wealth Management | 93k | $6.4M | 36% | Jun 2023 |
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| Keystone Financial Group | 89k | $6.1M | 2% | Jun 2023 |
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| Garden State Investment Advisory Services | 85k | $5.8M | 8% | Jun 2023 |
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| Kingsview Wealth Management | 85k | $5.8M | -1% | Jun 2023 |
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| Ameriprise Financial | 80k | $5.5M | 60% | Jun 2023 |
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| Sage Financial | 80k | $5.5M | -2% | Jun 2023 |
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| Emerald Investment Partners | 80k | $5.5M | 1% | Jun 2023 |
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| Royal Bank of Canada | 78k | $5.3M | -18% | Jun 2023 |
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| Prestige Wealth Management Group | 76k | $5.2M | -1% | Jun 2023 |
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| Marotta Asset Management | 76k | $5.2M | -4% | Jun 2023 |
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| RTD Financial Advisors | 74k | $5.1M | -1% | Jun 2023 |
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| Koss-Olinger Consulting | 73k | $5.0M | -2% | Jun 2023 |
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| Veritable | 72k | $5.0M | 2% | Jun 2023 |
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| Bank of America Corporation | 72k | $5.0M | -37% | Jun 2023 |
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| Raymond James & Associates | 72k | $5.0M | -32% | Jun 2023 |
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| UBS Group | 72k | $4.9M | -10% | Jun 2023 |
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| IAG Wealth Partners | 66k | $4.6M | 14% | Jun 2023 |
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| Goldman Sachs Group | 65k | $4.5M | -7% | Jun 2023 |
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| Capital Wealth Management | 65k | $4.4M | 8% | Jun 2023 |
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| Waller Financial Planning Group | 63k | $4.4M | 3% | Jun 2023 |
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| Gladstone Institutional Advisory | 63k | $4.3M | -1% | Jun 2023 |
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| CWM | 62k | $4.3M | -20% | Jun 2023 |
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| Signature Estate and Investment Advisors | 58k | $4.0M | -1% | Jun 2023 |
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| Benjamin Edwards | 58k | $4.0M | 7% | Jun 2023 |
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| Koshinski Asset Management | 54k | $3.7M | -2% | Jun 2023 |
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| Cetera Investment Advisers | 53k | $3.7M | 2% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 53k | $3.6M | 11% | Jun 2023 |
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| Annapolis Financial Services | 52k | $3.6M | 0% | Jun 2023 |
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| Cambridge Investment Research Advisors | 51k | $3.5M | -7% | Jun 2023 |
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| Windsor Group | 50k | $3.4M | 1% | Jun 2023 |
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| Bailard | 50k | $3.4M | 6% | Jun 2023 |
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| BMS Financial Advisors | 49k | $3.4M | 100% | Jun 2023 |
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| Financial Guidance Group | 49k | $3.3M | 0% | Jun 2023 |
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| Visionary Wealth Advisors | 48k | $3.3M | -9% | Jun 2023 |
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| Raymond James Financial Services Advisors | 47k | $3.3M | 3% | Jun 2023 |
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| Cooper Financial Group | 47k | $3.2M | 1% | Jun 2023 |
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| Farther Finance Advisors | 46k | $3.1M | -17% | Jun 2023 |
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| Perennial Investment Advisors | 43k | $3.0M | -45% | Jun 2023 |
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| Honkamp Krueger Financial Services | 39k | $2.7M | -5% | Jun 2023 |
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| Lodestar Private Asset Management | 36k | $2.5M | -7% | Jun 2023 |
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| Portside Wealth Group | 36k | $2.4M | 100% | Jun 2023 |
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| Captrust Financial Advisors | 35k | $2.4M | -1% | Jun 2023 |
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| Atria Investments | 35k | $2.4M | -1% | Jun 2023 |
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| Smith Anglin Financial | 35k | $2.4M | -15% | Jun 2023 |
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| Centaurus Financial | 33k | $2.3M | -31% | Jun 2023 |
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| Wealthcare Advisory Partners | 33k | $2.2M | -5% | Jun 2023 |
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| Geneos Wealth Management | 32k | $2.2M | 3% | Jun 2023 |
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| Acorn Financial Advisory Services | 31k | $2.2M | 0% | Jun 2023 |
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| Stratos Wealth Advisors | 31k | $2.1M | 0% | Jun 2023 |
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| SWMG | 31k | $2.1M | 1% | Jun 2023 |
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| Clarus Wealth Advisors | 29k | $2.0M | 5% | Jun 2023 |
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| Fullen Financial Group | 29k | $1.9M | 0% | Mar 2023 |
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| Dfpg Investments | 29k | $2.1M | 6% | Jun 2023 |
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| Jones Financial Companies, L.L | 28k | $1.9M | 153% | Jun 2023 |
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| Financial Network Investment Corporation | 28k | $1.9M | 25% | Jun 2023 |
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| D. Scott Neal | 28k | $1.9M | -27% | Jun 2023 |
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| Courage Miller Partners | 27k | $1.9M | 1% | Jun 2023 |
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| Omega Financial Group | 27k | $1.8M | -1% | Jun 2023 |
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| Wambolt & Associates | 27k | $1.8M | 1% | Jun 2023 |
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| Chicago Partners Investment | 26k | $1.9M | 7% | Jun 2023 |
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| Drive Wealth Management | 25k | $1.7M | -10% | Jun 2023 |
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| Juncture Wealth Strategies | 25k | $1.7M | 0% | Jun 2023 |
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| Barden Capital Management | 23k | $1.6M | -28% | Jun 2023 |
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| Occidental Asset Management | 23k | $1.6M | 2% | Jun 2023 |
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| Courier Capital Corp | 22k | $1.5M | 0% | Jun 2023 |
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| Susquehanna International | 22k | $1.5M | -24% | Jun 2023 |
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| Creative Planning | 21k | $1.4M | 20% | Jun 2023 |
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| IFP Advisors | 20k | $1.4M | -48% | Jun 2023 |
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| Arq Wealth Advisors | 20k | $1.3M | -68% | Jun 2023 |
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| Pure Financial Advisors | 19k | $1.3M | -2% | Jun 2023 |
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| Branch Banking & Trust Company | 19k | $1.3M | -79% | Jun 2023 |
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| My Purposeful Wealth Corp. | 19k | $1.3M | -12% | Jun 2023 |
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| Great Valley Advisor Group | 18k | $1.3M | 2% | Jun 2023 |
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| Measured Wealth Private Client Group | 18k | $1.3M | 0% | Jun 2023 |
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| Hanson McClain Advisors | 17k | $1.2M | -7% | Jun 2023 |
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| Texas Permanent School Fund | 17k | $1.1M | 100% | Jun 2023 |
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| Mercer Global Advisors | 16k | $1.1M | 129% | Jun 2023 |
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| Channel Wealth | 16k | $1.1M | 6% | Jun 2023 |
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| IMC-Chicago | 16k | $1.1M | -9% | Jun 2023 |
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| IHT Wealth Management | 15k | $1.1M | 2% | Jun 2023 |
|
| LTG Capital | 15k | $1.1M | -1% | Jun 2023 |
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| Krilogy Financial | 15k | $1.0M | 0% | Jun 2023 |
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| Park Avenue Securities | 15k | $1.0M | 8% | Jun 2023 |
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| Waypoint Capital Advisors | 15k | $1.0M | 0% | Jun 2023 |
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| Jpmorgan Chase & Co | 14k | $952k | -2% | Jun 2023 |
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| Montz Harcus Wealth Management | 14k | $941k | 1% | Jun 2023 |
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| Wrapmanager | 14k | $930k | 1% | Jun 2023 |
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| Prudential Financial | 13k | $903k | 48% | Jun 2023 |
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| Flow Traders US | 13k | $860k | 100% | Jun 2023 |
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| We Are One Seven | 12k | $846k | 13% | Jun 2023 |
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| Kestra Advisory Services | 11k | $787k | -1% | Jun 2023 |
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| HFG Advisors | 11k | $768k | 11% | Jun 2023 |
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| Eclectic Associates | 11k | $767k | 0% | Jun 2023 |
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| Kestra Private Wealth Services | 11k | $732k | 0% | Jun 2023 |
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| SOL Capital Management | 9.8k | $673k | -1% | Jun 2023 |
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| Brookstone Capital Management | 9.8k | $668k | -13% | Jun 2023 |
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| Cornerstone Wealth Management | 9.8k | $671k | -7% | Jun 2023 |
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| Pacific Sun Financial Corp | 9.7k | $638k | 2% | Jun 2023 |
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| Salomon & Ludwin | 9.5k | $656k | 0% | Jun 2023 |
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| SJA Financial Advisory | 9.5k | $651k | 2% | Jun 2023 |
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| PFG Advisors | 9.4k | $644k | 10% | Jun 2023 |
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| TAGStone Capital | 9.2k | $629k | 0% | Jun 2023 |
|
| Advance Capital Management | 9.1k | $625k | -2% | Jun 2023 |
|
| Wallace Advisory Group | 8.7k | $578k | 0% | Jun 2023 |
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| MONECO Advisors | 8.7k | $598k | 29% | Jun 2023 |
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| Csenge Advisory Group | 7.3k | $501k | -55% | Jun 2023 |
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| Orion Portfolio Solutions | 7.2k | $493k | -21% | Jun 2023 |
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| Beaumont Financial Advisors | 6.9k | $478k | -32% | Jun 2023 |
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| Citadel Advisors | 6.6k | $452k | -80% | Jun 2023 |
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| Global Retirement Partners | 5.2k | $358k | -51% | Jun 2023 |
|
| Tower Research Capital | 3.7k | $254k | -74% | Jun 2023 |
|
Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ford Financial Group | Dec 2022 | 82k | $5.3M |
| Foundations Investment Advisors | Mar 2023 | 37k | $2.4M |
| Jane Street | Mar 2023 | 33k | $2.2M |
| Hrt Financial | Mar 2023 | 30k | $2.0M |
| Dana Investment Advisors | Mar 2023 | 21k | $1.4M |
| Virtue Capital Management | Mar 2023 | 14k | $911k |