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 | 5.9M | $431M | 13% | Jun 2024 |
|
| LPL Financial | 1.2M | $88M | -11% | Jun 2024 |
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| Lutz Financial Services | 676k | $49M | 2% | Jun 2024 |
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| Tiaa Trust, National Association | 591k | $43M | -8% | Jun 2024 |
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| Stifel Financial | 573k | $42M | -39% | Jun 2024 |
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| Financial Advisory Service | 570k | $45M | 3% | Sep 2024 |
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| Kestra Advisory Services | 549k | $40M | 4% | Jun 2024 |
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| NorthRock Partners | 539k | $39M | -10% | Jun 2024 |
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| Strategic Financial Concepts | 470k | $12M | 7775% | Jun 2024 |
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| Morgan Stanley | 464k | $34M | -2% | Jun 2024 |
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| Benjamin F. Edwards & Company | 440k | $32M | -33% | Jun 2024 |
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| Wells Fargo & Company | 433k | $32M | 23% | Jun 2024 |
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| Canandaigua National Bank and Trust Company | 375k | $30M | 5% | Sep 2024 |
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| First Pacific Financial | 359k | $29M | 0% | Sep 2024 |
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| Klingman & Associates | 345k | $25M | 0% | Jun 2024 |
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| AE Wealth Management | 338k | $25M | 28% | Jun 2024 |
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| First National Trust Company | 327k | $24M | -2% | Jun 2024 |
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| Asset Dedication | 285k | $23M | 2% | Sep 2024 |
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| Honkamp Krueger Financial Services | 269k | $20M | 617% | Jun 2024 |
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| GHP Investment Advisors | 267k | $20M | 0% | Jun 2024 |
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| Balanced Wealth Group | 248k | $9.2M | 6% | Jun 2024 |
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| Envestnet Asset Management | 247k | $18M | 8% | Jun 2024 |
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| HighTower Advisors | 224k | $16M | 2% | Jun 2024 |
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| Rockbridge Investment Management, LCC | 217k | $16M | 3% | Jun 2024 |
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| ERn Financial | 215k | $17M | -1% | Sep 2024 |
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| Confluence Investment Management | 212k | $16M | -35% | Jun 2024 |
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| Rodgers & Associates | 210k | $17M | -1% | Sep 2024 |
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| Mercer Global Advisors | 203k | $980k | 1492% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 198k | $14M | 20% | Jun 2024 |
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| KWB Wealth | 195k | $14M | 6% | Sep 2024 |
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| Raymond James Financial Services Advisors | 185k | $15M | 0% | Sep 2024 |
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| JNBA Financial Advisors | 183k | $13M | -29% | Jun 2024 |
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| Cetera Investment Advisers | 181k | $13M | 17% | Jun 2024 |
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| McAdam | 178k | $14M | -25% | Sep 2024 |
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| Krasney Financial | 175k | $14M | -1% | Sep 2024 |
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| Equitable Holdings | 172k | $13M | -2% | Jun 2024 |
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| Commonwealth Equity Services | 171k | $14M | 3% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 163k | $12M | -29% | Jun 2024 |
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| FinTrust Capital Advisors | 157k | $13M | 6% | Sep 2024 |
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| Michael S. Ryan | 154k | $12M | 2% | Sep 2024 |
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| CWM | 128k | $10M | 29% | Sep 2024 |
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| Mariner Wealth Advisors | 106k | $7.7M | 0% | Jun 2024 |
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| WCG Wealth Advisors | 106k | $7.7M | 5% | Jun 2024 |
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| Total Wealth Planning | 97k | $7.7M | -3% | Sep 2024 |
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| Diligent Investors | 86k | $6.3M | -4% | Jun 2024 |
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| Prestige Wealth Management Group | 81k | $5.9M | -3% | Jun 2024 |
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| Sage Financial | 80k | $5.8M | -1% | Jun 2024 |
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| Eqis Capital Management | 73k | $5.3M | -6% | Jun 2024 |
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| Royal Bank of Canada | 72k | $5.2M | -3% | Jun 2024 |
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| Pathstone Holdings | 69k | $5.1M | -4% | Jun 2024 |
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| Capital Wealth Management | 69k | $5.5M | -1% | Sep 2024 |
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| Waller Financial Planning Group | 69k | $5.5M | 5% | Sep 2024 |
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| H D Vest Advisory Services | 69k | $5.0M | 2397% | Jun 2024 |
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| Bank of America Corporation | 67k | $4.9M | -1% | Jun 2024 |
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| Koss-Olinger Consulting | 67k | $5.3M | -1% | Sep 2024 |
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| Emerald Investment Partners | 67k | $4.9M | 0% | Jun 2024 |
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| Private Advisor | 65k | $5.2M | 8% | Sep 2024 |
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| RTD Financial Advisors | 64k | $4.7M | -3% | Jun 2024 |
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| Perennial Investment Advisors | 63k | $4.6M | 1% | Jun 2024 |
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| IAG Wealth Partners | 62k | $4.5M | -3% | Jun 2024 |
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| Gladstone Institutional Advisory | 61k | $4.4M | -3% | Jun 2024 |
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| Marotta Asset Management | 58k | $4.6M | -18% | Sep 2024 |
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| Merit Financial Group | 58k | $4.6M | 100% | Sep 2024 |
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| Clarus Wealth Advisors | 56k | $4.4M | -1% | Sep 2024 |
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| Signature Estate and Investment Advisors | 56k | $4.1M | -13% | Jun 2024 |
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| Susquehanna International | 53k | $3.8M | 489% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 52k | $3.8M | 9% | Jun 2024 |
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| Bailard | 50k | $3.7M | 0% | Jun 2024 |
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| Annapolis Financial Services | 50k | $4.0M | 0% | Sep 2024 |
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| Koshinski Asset Management | 47k | $3.7M | 1% | Sep 2024 |
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| CI Private Wealth | 46k | $3.3M | -4% | Jun 2024 |
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| Goldman Sachs Group | 45k | $3.3M | -49% | Jun 2024 |
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| Kingsview Wealth Management | 43k | $3.1M | -1% | Jun 2024 |
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| Geneos Wealth Management | 40k | $2.9M | 7% | Jun 2024 |
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| Integrated Wealth Concepts | 40k | $2.9M | 17% | Jun 2024 |
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| Bellwether Advisors | 39k | $2.8M | 100% | Jun 2024 |
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| Lodestar Private Asset Management | 36k | $2.6M | 2% | Jun 2024 |
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| Chicago Partners Investment | 34k | $2.7M | 6% | Jun 2024 |
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| Aptus Capital Advisors | 34k | $2.4M | -33% | Jun 2024 |
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| Financial Guidance Group | 30k | $2.4M | -10% | Sep 2024 |
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| Cambridge Investment Research Advisors | 30k | $2.2M | -2% | Jun 2024 |
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| Ignite Planners | 30k | $2.4M | 4% | Sep 2024 |
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| Principal Securities | 29k | $2.1M | 19% | Jun 2024 |
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| Courage Miller Partners | 29k | $2.3M | 0% | Sep 2024 |
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| Farther Finance Advisors | 29k | $2.1M | 1% | Jun 2024 |
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| Wealthcare Advisory Partners | 29k | $2.1M | 23% | Jun 2024 |
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| D. E. Shaw & Co | 26k | $1.9M | 137% | Jun 2024 |
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| Occidental Asset Management | 26k | $2.0M | 3% | Sep 2024 |
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| Barden Capital Management | 23k | $1.8M | 2% | Sep 2024 |
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| Courier Capital Corp | 23k | $1.8M | 0% | Sep 2024 |
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| Juncture Wealth Strategies | 22k | $1.7M | -4% | Sep 2024 |
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| Omega Financial Group | 21k | $1.7M | -8% | Sep 2024 |
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| Smith Anglin Financial | 21k | $1.7M | -7% | Sep 2024 |
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| Captrust Financial Advisors | 21k | $1.5M | 0% | Jun 2024 |
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| Benjamin Edwards | 20k | $1.5M | -48% | Jun 2024 |
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| Branch Banking & Trust Company | 20k | $1.5M | -12% | Jun 2024 |
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| IFG Advisory | 20k | $1.5M | 2% | Jun 2024 |
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| IFP Advisors | 20k | $1.5M | -1% | Jun 2024 |
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| Stratos Wealth Advisors | 19k | $1.5M | -3% | Sep 2024 |
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| Great Valley Advisor Group | 19k | $1.4M | 0% | Jun 2024 |
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| Pure Financial Advisors | 18k | $1.3M | 0% | Jun 2024 |
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| My Purposeful Wealth Corp. | 18k | $1.3M | 4% | Jun 2024 |
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| We Are One Seven | 18k | $1.4M | -12% | Sep 2024 |
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| Confluence Wealth Services | 17k | $1.3M | 134% | Jun 2024 |
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| Visionary Wealth Advisors | 17k | $1.2M | -30% | Jun 2024 |
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| Creative Planning | 17k | $1.4M | -2% | Sep 2024 |
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| Acorn Financial Advisory Services | 17k | $1.2M | -14% | Jun 2024 |
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| MAI Wealth Advisors | 17k | $1.2M | 100% | Jun 2024 |
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| LTG Capital | 15k | $1.1M | -1% | Jun 2024 |
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| Brookstone Capital Management | 15k | $1.2M | 84% | Sep 2024 |
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| Hanson McClain Advisors | 15k | $1.2M | -2% | Sep 2024 |
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| Lewis Asset Management | 14k | $1.1M | -2% | Jun 2024 |
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| Jpmorgan Chase & Co | 14k | $1.0M | 6% | Jun 2024 |
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| Waypoint Capital Advisors | 14k | $1.1M | 0% | Sep 2024 |
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| Montz Harcus Wealth Management | 14k | $1.0M | 0% | Jun 2024 |
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| MONECO Advisors | 13k | $977k | -5% | Jun 2024 |
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| CX Institutional | 13k | $1.0M | -7% | Sep 2024 |
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| Salomon & Ludwin | 13k | $955k | 9% | Jun 2024 |
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| American Financial & Tax Strategies | 13k | $913k | 5% | Jun 2024 |
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| HF Advisory Group | 13k | $912k | 23% | Jun 2024 |
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| Measured Wealth Private Client Group | 12k | $892k | -11% | Jun 2024 |
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| Cape Investment Advisory | 12k | $889k | 0% | Jun 2024 |
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| Kestra Private Wealth Services | 12k | $866k | 2% | Jun 2024 |
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| Commonwealth Financial Services | 12k | $933k | -4% | Sep 2024 |
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| Krilogy Financial | 12k | $939k | -1% | Sep 2024 |
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| Global Retirement Partners | 12k | $935k | -68% | Sep 2024 |
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| Collective Family Office | 12k | $926k | 5% | Sep 2024 |
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| Colony | 12k | $846k | 18% | Jun 2024 |
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| HFG Advisors | 12k | $920k | -1% | Sep 2024 |
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| Mml Investors Services | 11k | $830k | -25% | Jun 2024 |
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| Renaissance Technologies | 11k | $824k | 13% | Jun 2024 |
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| Atria Investments | 11k | $813k | -43% | Jun 2024 |
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| Wrapmanager | 11k | $809k | 2% | Jun 2024 |
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| Stratos Wealth Partners | 11k | $871k | -31% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 11k | $866k | 28% | Sep 2024 |
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| Goss Wealth Management | 11k | $794k | 88% | Jun 2024 |
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| Good Life Advisors | 11k | $855k | -7% | Sep 2024 |
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| Park Avenue Securities | 11k | $845k | 3% | Sep 2024 |
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| Silver Oak Securities | 11k | $843k | 63% | Sep 2024 |
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| Madison Park Capital Advisors | 11k | $838k | 1% | Sep 2024 |
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| Drive Wealth Management | 10k | $736k | -2% | Jun 2024 |
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| Invera Wealth Advisors | 10k | $750k | 1% | Jun 2024 |
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| Eclectic Associates | 9.7k | $769k | -4% | Sep 2024 |
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| Financial Network Wealth Advisors | 9.3k | $679k | 100% | Jun 2024 |
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| SWMG | 9.3k | $678k | -39% | Jun 2024 |
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| TAGStone Capital | 9.3k | $677k | 1% | Jun 2024 |
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| Pacific Sun Financial Corp | 9.3k | $737k | 0% | Sep 2024 |
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| Mount Yale Investment Advisors | 9.1k | $725k | 99% | Sep 2024 |
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| Advance Capital Management | 9.1k | $722k | 0% | Sep 2024 |
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| Portside Wealth Group | 8.5k | $622k | -79% | Jun 2024 |
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| Arq Wealth Advisors | 8.0k | $583k | -14% | Jun 2024 |
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| Citadel Advisors | 7.4k | $539k | -65% | Jun 2024 |
|
| Prime Capital Investment Advisors | 6.7k | $490k | -43% | Jun 2024 |
|
| Brian McDonald | 6.4k | $470k | -35% | Jun 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 |
|---|---|---|---|
| Foundations Investment Advisors | Jun 2024 | 110k | $8.0M |
| IMC-Chicago | Mar 2024 | 29k | $2.2M |
| D. Scott Neal | Jun 2024 | 18k | $1.3M |
| Texas Permanent School Fund | Mar 2024 | 17k | $1.3M |
| Diversify Advisory Services | Mar 2024 | 13k | $1.0M |
| Keystone Financial Group | Mar 2024 | 10k | $758k |