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 |
|---|---|---|---|---|---|
| NorthRock Partners | 1.3M | $114M | 3% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 1.3M | $106M | -2% | Dec 2025 |
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| LPL Financial | 1.1M | $92M | 3% | Mar 2026 |
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| AE Wealth Management | 961k | $82M | 12% | Mar 2026 |
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| Honkamp Krueger Financial Services | 918k | $78M | 3% | Mar 2026 |
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| Lutz Financial Services | 806k | $69M | 3% | Mar 2026 |
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| Morgan Stanley | 726k | $62M | 13% | Mar 2026 |
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| Financial Advisory Service | 611k | $52M | 2% | Dec 2025 |
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| Convergence Financial | 601k | $51M | 96% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 505k | $43M | 100% | Mar 2026 |
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| Wells Fargo & Company | 450k | $38M | -5% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 421k | $36M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 410k | $35M | 8% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 407k | $34M | 3% | Dec 2025 |
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| First National Trust Company | 383k | $33M | 6% | Mar 2026 |
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| Klingman & Associates | 371k | $31M | 0% | Dec 2025 |
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| Equitable Holdings | 369k | $31M | 25% | Mar 2026 |
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| First Pacific Financial | 367k | $31M | -1% | Mar 2026 |
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| HighTower Advisors | 308k | $26M | -2% | Mar 2026 |
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| GHP Investment Advisors | 285k | $24M | 1% | Mar 2026 |
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| WCG Wealth Advisors | 249k | $21M | 3% | Mar 2026 |
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| Jones Financial Companies, L.L | 234k | $20M | 19% | Dec 2025 |
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| Rodgers & Associates | 219k | $19M | -1% | Mar 2026 |
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| Mercer Global Advisors | 207k | $18M | 2% | Mar 2026 |
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| CWM | 201k | $17M | 41% | Dec 2025 |
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| Mml Investors Services | 174k | $15M | 7% | Mar 2026 |
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| ERn Financial | 169k | $14M | -4% | Mar 2026 |
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| Balanced Wealth Group | 161k | $14M | 3% | Mar 2026 |
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| Asset Dedication | 151k | $13M | -35% | Mar 2026 |
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| McAdam | 143k | $12M | -4% | Mar 2026 |
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| Bank of America Corporation | 142k | $12M | 100% | Mar 2026 |
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| IHT Wealth Management | 140k | $12M | -23% | Dec 2025 |
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| Krasney Financial | 129k | $11M | -2% | Mar 2026 |
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| Summit Financial | 129k | $11M | 100% | Mar 2026 |
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| Michael S. Ryan | 123k | $11M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 121k | $10M | 12% | Mar 2026 |
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| Mariner Wealth Advisors | 120k | $10M | -6% | Mar 2026 |
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| MONECO Advisors | 118k | $10M | 32% | Mar 2026 |
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| Private Wealth Management Group | 117k | $10M | -5% | Mar 2026 |
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| Cary Street Partners Financial | 114k | $9.7M | -1% | Mar 2026 |
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| Alesco Advisors | 110k | $9.4M | -5% | Mar 2026 |
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| Capital Wealth Management | 98k | $8.3M | 7% | Mar 2026 |
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| Prestige Wealth Management Group | 95k | $8.1M | -2% | Mar 2026 |
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| Private Advisor | 94k | $8.0M | 9% | Mar 2026 |
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| JNBA Financial Advisors | 89k | $7.5M | -10% | Mar 2026 |
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| Emerald Investment Partners | 88k | $7.5M | 1% | Mar 2026 |
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| Goldman Sachs Group | 84k | $7.1M | -64% | Mar 2026 |
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| IAG Wealth Partners | 81k | $6.9M | -3% | Mar 2026 |
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| Ameriprise Financial | 77k | $6.6M | -37% | Mar 2026 |
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| Raymond James Financial | 77k | $6.5M | 2% | Dec 2025 |
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| Sage Financial | 73k | $6.2M | 0% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 73k | $6.2M | 0% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 72k | $6.1M | -8% | Dec 2025 |
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| Pathstone Holdings | 69k | $5.9M | 0% | Mar 2026 |
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| Redwood Investment Management | 67k | $5.7M | 11% | Dec 2025 |
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| Gladstone Institutional Advisory | 65k | $5.5M | 7% | Mar 2026 |
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| Diligent Investors | 65k | $5.5M | -1% | Mar 2026 |
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| May Barnhard Investments | 63k | $5.3M | -7% | Mar 2026 |
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| Chicago Partners Investment | 61k | $5.5M | 6% | Mar 2026 |
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| Stifel Financial | 57k | $4.9M | -78% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 56k | $4.8M | 0% | Mar 2026 |
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| RTD Financial Advisors | 53k | $4.5M | -4% | Mar 2026 |
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| UBS Group | 53k | $4.5M | 17% | Mar 2026 |
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| Savant Capital Management | 51k | $4.3M | 100% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 50k | $4.3M | 100% | Mar 2026 |
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| Envestnet Asset Management | 49k | $4.2M | 24% | Mar 2026 |
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| Royal Bank of Canada | 48k | $4.2M | 16% | Mar 2026 |
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| Independent Advisor Alliance | 48k | $4.0M | 706% | Mar 2026 |
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| Canandaigua National Trust Co of Florida | 47k | $4.0M | 1% | Mar 2026 |
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| Advisor Group Holdings | 47k | $4.0M | -51% | Dec 2025 |
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| Susquehanna International | 47k | $4.0M | 1795% | Dec 2025 |
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| Marotta Asset Management | 46k | $4.0M | -6% | Mar 2026 |
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| Montz Harcus Wealth Management | 45k | $3.8M | 0% | Mar 2026 |
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| Bailard | 45k | $3.8M | 0% | Mar 2026 |
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| Geneos Wealth Management | 44k | $3.8M | 0% | Mar 2026 |
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| Capital Analysts | 44k | $3.7M | -5% | Mar 2026 |
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| Wealthcare Advisory Partners | 44k | $3.7M | -5% | Mar 2026 |
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| AQR Capital Management | 42k | $3.5M | 4% | Mar 2026 |
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| Empowered Funds | 40k | $3.4M | 100% | Dec 2025 |
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| Cambria Investment Management | 40k | $3.4M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 40k | $3.4M | 24% | Mar 2026 |
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| Benjamin Edwards | 38k | $3.2M | -81% | Mar 2026 |
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| Modera Wealth Management | 37k | $3.2M | -26% | Mar 2026 |
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| Steward Partners Investment Advisory | 37k | $3.2M | 0% | Mar 2026 |
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| Occidental Asset Management | 35k | $3.0M | 3% | Mar 2026 |
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| Bill Few Associates | 35k | $3.0M | 3% | Mar 2026 |
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| Titleist Asset Management | 32k | $2.7M | 6% | Mar 2026 |
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| Kingsview Wealth Management | 32k | $2.7M | -1% | Mar 2026 |
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| Koss-Olinger Consulting | 32k | $2.7M | -38% | Mar 2026 |
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| Koshinski Asset Management | 32k | $2.7M | -7% | Mar 2026 |
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| WealthTrak Capital Management | 31k | $2.6M | 100% | Mar 2026 |
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| Courage Miller Partners | 31k | $2.6M | 0% | Mar 2026 |
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| Ignite Planners | 30k | $2.6M | 0% | Mar 2026 |
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| Creative Planning | 30k | $2.5M | -4% | Mar 2026 |
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| Shum Financial Group | 29k | $2.5M | 4% | Mar 2026 |
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| CX Institutional | 29k | $2.5M | 4% | Mar 2026 |
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| Brookstone Capital Management | 28k | $2.3M | -5% | Mar 2026 |
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| Intrua Financial | 28k | $2.3M | -1% | Mar 2026 |
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| Kingswood Wealth Advisors | 27k | $2.3M | 0% | Mar 2026 |
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| Barden Capital Management | 27k | $2.3M | 2% | Mar 2026 |
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| Captrust Financial Advisors | 26k | $2.2M | -5% | Dec 2025 |
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| Waller Financial Planning Group | 26k | $2.2M | -17% | Mar 2026 |
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| Garden State Investment Advisory Services | 26k | $2.2M | -1% | Mar 2026 |
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| Kestra Advisory Services | 25k | $2.1M | 2% | Mar 2026 |
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| MidFirst Bank | 24k | $2.0M | 67% | Mar 2026 |
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| Courier Capital Corp | 23k | $2.0M | 1% | Mar 2026 |
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| My Purposeful Wealth Corp. | 23k | $2.0M | -1% | Mar 2026 |
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| Tiaa Trust, National Association | 23k | $2.0M | -96% | Mar 2026 |
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| Fidelis Capital Partners | 23k | $1.9M | -25% | Mar 2026 |
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| Branch Banking & Trust Company | 23k | $1.9M | -2% | Mar 2026 |
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| Great Valley Advisor Group | 23k | $1.9M | 12% | Mar 2026 |
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| Lodestar Private Asset Management | 22k | $1.9M | -11% | Mar 2026 |
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| Capital Squared Financial | 22k | $1.9M | 9% | Mar 2026 |
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| Payne Capital Management | 22k | $1.9M | -7% | Mar 2026 |
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| CWA Asset Management | 21k | $1.8M | 23% | Mar 2026 |
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| Quantinno Capital Management | 21k | $1.8M | -22% | Mar 2026 |
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| Sontag Advisory | 21k | $1.7M | -12% | Mar 2026 |
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| Financial Guidance Group | 20k | $1.7M | -7% | Mar 2026 |
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| Aptus Capital Advisors | 20k | $1.7M | -7% | Mar 2026 |
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| Personal Resources Investment & Strategic Management | 20k | $1.7M | -4% | Mar 2026 |
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| Merit Financial Group | 20k | $1.7M | -7% | Mar 2026 |
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| Goss Wealth Management | 20k | $1.7M | -20% | Mar 2026 |
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| Cooke Wealth Management | 20k | $1.7M | 100% | Mar 2026 |
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| We Are One Seven | 20k | $1.6M | 0% | Dec 2025 |
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| Accurate Wealth Management | 19k | $1.7M | -1% | Mar 2026 |
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| Cambridge Financial Group | 19k | $1.6M | 4% | Mar 2026 |
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| Salomon & Ludwin | 19k | $1.6M | 2% | Mar 2026 |
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| Advisor OS | 19k | $1.6M | -37% | Mar 2026 |
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| Collective Family Office | 18k | $1.6M | 1% | Mar 2026 |
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| Buckingham Strategic Partners | 18k | $1.5M | -9% | Mar 2026 |
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| HF Advisory Group | 18k | $1.5M | 8% | Mar 2026 |
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| Colony | 17k | $1.5M | 10% | Dec 2025 |
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| Acorn Financial Advisory Services | 17k | $1.5M | 0% | Mar 2026 |
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| MAI Wealth Advisors | 17k | $1.4M | 0% | Mar 2026 |
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| Stratos Wealth Advisors | 17k | $1.4M | -4% | Mar 2026 |
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| Cary Street Partner Investment Advisory | 17k | $1.4M | 2% | Mar 2026 |
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| Elevated Capital Advisors | 16k | $1.4M | -14% | Mar 2026 |
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| Silver Oak Securities | 16k | $1.3M | 0% | Mar 2026 |
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| Berman McAleer | 15k | $1.3M | 100% | Mar 2026 |
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| Omega Financial Group | 15k | $1.3M | -7% | Mar 2026 |
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| EP Wealth Advisors | 15k | $1.3M | -21% | Mar 2026 |
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| Farther Finance Advisors | 15k | $1.3M | -8% | Mar 2026 |
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| American Financial & Tax Strategies | 15k | $1.3M | -1% | Mar 2026 |
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| HFG Advisors | 15k | $1.3M | 12% | Mar 2026 |
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| Pure Financial Advisors | 14k | $1.2M | 1% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 14k | $1.2M | 3% | Mar 2026 |
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| LTG Capital | 14k | $1.2M | 0% | Mar 2026 |
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| Silverlake Wealth Management | 14k | $1.2M | 48% | Mar 2026 |
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| Hanson McClain Advisors | 13k | $1.1M | 2% | Dec 2025 |
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| Pinnacle Family Advisors | 13k | $1.1M | 100% | Dec 2025 |
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| Brady Martz Wealth Solutions | 12k | $1.0M | -12% | Mar 2026 |
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| Juncture Wealth Strategies | 12k | $978k | -21% | Mar 2026 |
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| Confluence Investment Management | 8.0k | $679k | -90% | Mar 2026 |
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| Total Wealth Planning | 6.0k | $507k | -94% | Dec 2025 |
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Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.1M | $181M |
| Jpmorgan Chase & Co | Sep 2025 | 45k | $3.7M |
| Mach-1 Financial Group | Dec 2025 | 19k | $1.6M |