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 | 1.4M | $135M | 6% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.2M | $117M | 100% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 1.2M | $117M | 3% | Jun 2026 |
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| LPL Financial | 1.2M | $116M | 13% | Jun 2026 |
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| AE Wealth Management | 1.1M | $100M | 10% | Jun 2026 |
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| Honkamp Krueger Financial Services | 952k | $90M | 4% | Jun 2026 |
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| Lutz Financial Services | 830k | $79M | 3% | Jun 2026 |
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| Morgan Stanley | 726k | $62M | 13% | Mar 2026 |
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| Financial Advisory Service | 660k | $63M | 6% | Jun 2026 |
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| Pacific Life Fund Advisors | 598k | $57M | 100% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 500k | $47M | -1% | Jun 2026 |
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| Cetera Investment Advisers | 424k | $40M | 3% | Jun 2026 |
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| Convergence Financial | 422k | $40M | -30% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 421k | $36M | 100% | Mar 2026 |
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| Equitable Holdings | 401k | $38M | 9% | Jun 2026 |
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| First National Trust Company | 391k | $37M | 2% | Jun 2026 |
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| First Pacific Financial | 366k | $35M | 0% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 355k | $34M | -13% | Jun 2026 |
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| Wells Fargo & Company | 352k | $33M | -22% | Jun 2026 |
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| Klingman & Associates | 341k | $32M | -8% | Jun 2026 |
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| Jones Financial Companies, L.L | 300k | $28M | 12% | Jun 2026 |
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| HighTower Advisors | 295k | $28M | -4% | Jun 2026 |
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| GHP Investment Advisors | 290k | $28M | 2% | Jun 2026 |
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| Mercer Global Advisors | 259k | $25M | 25% | Jun 2026 |
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| WCG Wealth Advisors | 252k | $24M | 1% | Jun 2026 |
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| Rodgers & Associates | 219k | $19M | -1% | Mar 2026 |
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| CWM | 199k | $17M | -1% | Mar 2026 |
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| Mml Investors Services | 184k | $17M | 6% | Jun 2026 |
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| ERn Financial | 171k | $16M | 1% | Jun 2026 |
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| Asset Dedication | 147k | $14M | -3% | Jun 2026 |
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| Krasney Financial | 129k | $11M | -2% | Mar 2026 |
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| MONECO Advisors | 128k | $12M | 9% | Jun 2026 |
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| Summit Financial | 127k | $12M | -2% | Jun 2026 |
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| Michael S. Ryan | 125k | $12M | 2% | Jun 2026 |
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| Cary Street Partners Financial | 113k | $11M | -1% | Jun 2026 |
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| Private Advisor | 112k | $11M | 19% | Jun 2026 |
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| Private Wealth Management Group | 111k | $11M | -5% | Jun 2026 |
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| Alesco Advisors | 110k | $10M | 0% | Jun 2026 |
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| Bank of America Corporation | 108k | $10M | -24% | Jun 2026 |
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| Mariner Wealth Advisors | 105k | $10M | -13% | Jun 2026 |
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| Capital Wealth Management | 102k | $9.7M | 5% | Jun 2026 |
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| Goldman Sachs Group | 101k | $9.6M | 21% | Jun 2026 |
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| Savant Capital Management | 101k | $9.1M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 97k | $9.2M | -20% | Jun 2026 |
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| Prestige Wealth Management Group | 96k | $9.1M | 1% | Jun 2026 |
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| Mission Wealth Management | 92k | $8.7M | 2328% | Jun 2026 |
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| Ameriprise Financial | 88k | $8.4M | 15% | Jun 2026 |
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| JNBA Financial Advisors | 86k | $8.2M | -3% | Jun 2026 |
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| Raymond James Financial | 79k | $7.4M | -2% | Jun 2026 |
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| IAG Wealth Partners | 78k | $7.4M | -4% | Jun 2026 |
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| Redwood Investment Management | 77k | $7.3M | 9% | Jun 2026 |
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| AQR Capital Management | 74k | $7.1M | 79% | Jun 2026 |
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| Sage Financial | 73k | $7.0M | 0% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 73k | $6.9M | 0% | Jun 2026 |
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| Pathstone Holdings | 69k | $6.6M | 0% | Jun 2026 |
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| Gladstone Institutional Advisory | 65k | $6.2M | 0% | Jun 2026 |
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| Diligent Investors | 64k | $6.1M | -1% | Jun 2026 |
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| Chicago Partners Investment | 62k | $5.8M | 2% | Jun 2026 |
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| UBS Group | 62k | $5.8M | 17% | Jun 2026 |
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| May Barnhard Investments | 60k | $5.7M | -5% | Jun 2026 |
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| Rockbridge Investment Management, LCC | 59k | $5.6M | -14% | Jun 2026 |
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| Envestnet Asset Management | 58k | $5.5M | 18% | Jun 2026 |
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| McAdam | 58k | $5.5M | -60% | Jun 2026 |
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| Balanced Wealth Group | 57k | $5.4M | -65% | Jun 2026 |
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| Advisor Group Holdings | 56k | $5.3M | 14% | Jun 2026 |
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| RTD Financial Advisors | 53k | $5.0M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 52k | $5.0M | -7% | Jun 2026 |
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| Susquehanna International | 50k | $4.8M | 375% | Jun 2026 |
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| Canandaigua National Trust Co of Florida | 47k | $4.0M | 1% | Mar 2026 |
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| Sacks & Associates | 47k | $4.4M | -8% | Jun 2026 |
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| Wealthcare Advisory Partners | 46k | $4.4M | 5% | Jun 2026 |
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| Bailard | 45k | $4.3M | 1% | Jun 2026 |
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| Geneos Wealth Management | 44k | $4.2M | -1% | Jun 2026 |
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| Royal Bank of Canada | 44k | $4.1M | -9% | Jun 2026 |
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| Capital Analysts | 44k | $4.1M | 0% | Jun 2026 |
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| Montz Harcus Wealth Management | 43k | $4.0M | -6% | Jun 2026 |
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| Marotta Asset Management | 41k | $3.8M | -12% | Jun 2026 |
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| Buckingham Strategic Partners | 41k | $3.8M | 126% | Jun 2026 |
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| Empowered Funds | 40k | $3.8M | -1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 40k | $3.8M | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 39k | $3.7M | 4% | Jun 2026 |
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| Modera Wealth Management | 37k | $3.5M | 0% | Jun 2026 |
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| Cambria Investment Management | 37k | $3.5M | -1% | Jun 2026 |
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| Occidental Asset Management | 37k | $3.5M | 4% | Jun 2026 |
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| Bill Few Associates | 36k | $3.4M | 2% | Jun 2026 |
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| Titleist Asset Management | 34k | $3.2M | 5% | Jun 2026 |
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| Jpmorgan Chase & Co | 33k | $3.1M | 100% | Jun 2026 |
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| Kingsview Wealth Management | 32k | $2.7M | -1% | Mar 2026 |
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| Koshinski Asset Management | 32k | $2.7M | -7% | Mar 2026 |
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| Ignite Planners | 31k | $2.9M | 3% | Jun 2026 |
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| Courage Miller Partners | 31k | $2.9M | 0% | Jun 2026 |
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| Shum Financial Group | 31k | $2.9M | 5% | Jun 2026 |
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| Stifel Financial | 30k | $2.8M | -48% | Jun 2026 |
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| CX Institutional | 30k | $2.8M | 3% | Jun 2026 |
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| Creative Planning | 29k | $2.8M | -1% | Jun 2026 |
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| Kingswood Wealth Advisors | 28k | $2.7M | 4% | Jun 2026 |
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| Brookstone Capital Management | 28k | $2.6M | 0% | Jun 2026 |
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| Barden Capital Management | 27k | $2.6M | 2% | Jun 2026 |
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| Intrua Financial | 27k | $2.5M | -2% | Jun 2026 |
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| Citadel Advisors | 26k | $2.4M | 100% | Jun 2026 |
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| Garden State Investment Advisory Services | 25k | $2.4M | -3% | Jun 2026 |
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| Waller Financial Planning Group | 25k | $2.3M | -6% | Jun 2026 |
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| Captrust Financial Advisors | 24k | $2.3M | -2% | Jun 2026 |
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| Quantinno Capital Management | 24k | $2.3M | 14% | Jun 2026 |
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| MidFirst Bank | 24k | $2.3M | 0% | Jun 2026 |
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| My Purposeful Wealth Corp. | 24k | $2.2M | 2% | Jun 2026 |
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| Courier Capital Corp | 23k | $2.2M | 1% | Jun 2026 |
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| Branch Banking & Trust Company | 23k | $2.2M | 2% | Jun 2026 |
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| Richmond Brothers | 23k | $2.2M | 100% | Jun 2026 |
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| Fidelis Capital Partners | 22k | $2.1M | -2% | Jun 2026 |
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| Payne Capital Management | 22k | $2.1M | 0% | Jun 2026 |
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| Great Valley Advisor Group | 22k | $2.1M | -4% | Jun 2026 |
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| Tiaa Trust, National Association | 22k | $2.0M | -6% | Jun 2026 |
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| Capital Squared Financial | 22k | $2.0M | -3% | Jun 2026 |
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| CWA Asset Management | 21k | $1.8M | 23% | Mar 2026 |
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| Sontag Advisory | 21k | $1.9M | 0% | Jun 2026 |
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| Aptus Capital Advisors | 20k | $1.9M | 0% | Jun 2026 |
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| Financial Guidance Group | 20k | $1.9M | 0% | Jun 2026 |
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| Personal Resources Investment & Strategic Management | 20k | $1.9M | -1% | Jun 2026 |
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| Farther Finance Advisors | 20k | $1.9M | 35% | Jun 2026 |
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| Advisor OS | 20k | $1.9M | 4% | Jun 2026 |
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| Lodestar Private Asset Management | 20k | $1.9M | -10% | Jun 2026 |
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| Cooke Wealth Management | 20k | $1.9M | 0% | Jun 2026 |
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| Accurate Wealth Management | 20k | $1.9M | 3% | Jun 2026 |
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| Goss Wealth Management | 20k | $1.9M | -1% | Jun 2026 |
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| Merit Financial Group | 19k | $1.8M | -5% | Jun 2026 |
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| We Are One Seven | 19k | $1.8M | -4% | Jun 2026 |
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| Salomon & Ludwin | 19k | $1.8M | -1% | Jun 2026 |
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| Cambridge Financial Group | 19k | $1.8M | -2% | Jun 2026 |
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| Collective Family Office | 18k | $1.7M | 0% | Jun 2026 |
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| HF Advisory Group | 18k | $1.7M | 0% | Jun 2026 |
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| Acorn Financial Advisory Services | 17k | $1.6M | 0% | Jun 2026 |
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| COFG Advisors | 17k | $1.6M | 100% | Jun 2026 |
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| MAI Wealth Advisors | 17k | $1.6M | 0% | Jun 2026 |
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| Cary Street Partner Investment Advisory | 17k | $1.6M | -2% | Jun 2026 |
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| EP Wealth Advisors | 17k | $1.6M | 10% | Jun 2026 |
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| Stratos Wealth Advisors | 17k | $1.6M | -3% | Jun 2026 |
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| Silver Oak Securities | 15k | $1.5M | 0% | Jun 2026 |
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| Berman McAleer | 15k | $1.5M | 0% | Jun 2026 |
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| Omega Financial Group | 15k | $1.4M | -1% | Jun 2026 |
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| Silverlake Wealth Management | 15k | $1.4M | 9% | Jun 2026 |
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| HFG Advisors | 15k | $1.4M | 0% | Jun 2026 |
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| American Financial & Tax Strategies | 15k | $1.4M | -1% | Jun 2026 |
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| Pure Financial Advisors | 14k | $1.4M | 0% | Jun 2026 |
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| Two Sigma Investments | 14k | $1.4M | 100% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 14k | $1.3M | 0% | Jun 2026 |
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| Friday Financial | 14k | $1.3M | 130% | Jun 2026 |
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| LTG Capital | 14k | $1.3M | 1% | Jun 2026 |
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| Colony | 14k | $1.3M | -7% | Jun 2026 |
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| Walsh & Associates | 14k | $1.3M | 18% | Jun 2026 |
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| Koss-Olinger Consulting | 13k | $1.2M | -60% | Jun 2026 |
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| Kestra Advisory Services | 13k | $1.2M | -49% | Jun 2026 |
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| Elevated Capital Advisors | 10k | $953k | -39% | Jun 2026 |
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| Independent Advisor Alliance | 5.9k | $563k | -88% | Jun 2026 |
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| Emerald Investment Partners | 536.00 | $51k | -99% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 12.00 | $1.1k | -100% | Jun 2026 |
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Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Benjamin Edwards | Mar 2026 | 38k | $3.2M |
| WealthTrak Capital Management | Mar 2026 | 31k | $2.6M |