Who owns SPDR DJ Wilshire Mid Cap Value?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
NorthRock Partners 943k $63M -1% Sep 2021
Financial Engines Advisors L.L.C 916k $61M -3% Sep 2021
LPL Financial 866k $57M 21% Sep 2021
Financial Advisory Service 691k $46M 1% Sep 2021
Alesco Advisors 686k $45M 7% Sep 2021
Townsquare Capital 529k $35M 7% Sep 2021
Lutz Financial Services 448k $30M 4% Sep 2021
Tradewinds Capital Management 372k $25M 0% Sep 2021
Stifel Financial 362k $24M 25% Sep 2021
Advisor Group Holdings 347k $23M -89% Sep 2021
KWB Wealth 331k $22M 10% Sep 2021

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of SPDR DJ Wilshire Mid Cap Value?

Tiaa 327k $22M 0% Sep 2021
Klingman & Associates 321k $21M 0% Sep 2021
First Pacific Financial 321k $21M 2% Sep 2021
Eqis Capital Management 312k $21M -1% Sep 2021
McAdam 309k $22M -3% Dec 2021
GHP Investment Advisors 228k $15M -2% Sep 2021
Asset Dedication 216k $14M 1% Sep 2021
D. Scott Neal 214k $14M 100% Sep 2021
JNBA Financial Advisors 212k $14M 11% Sep 2021
Krasney Financial 196k $13M 0% Sep 2021
HighTower Advisors 189k $13M -2% Sep 2021
IHT Wealth Management 182k $12M -15% Sep 2021
Benjamin F. Edwards & Company 177k $12M 28% Sep 2021
Rockbridge Investment Management, LCC 171k $11M 5% Sep 2021
Amerivest Investment Management 170k $7.4M 23% Sep 2021
First National Trust Company 159k $11M 10% Sep 2021
Rodgers & Associates 152k $10M 1% Sep 2021
ERn Financial 145k $9.6M 3% Sep 2021
Retirement Group 144k $9.5M 3% Sep 2021
Confluence Investment Management 126k $8.3M 35% Sep 2021
Envestnet Asset Management 120k $7.9M 4% Sep 2021
Clark Capital Management Group 118k $7.8M 50% Sep 2021
Kingsview Wealth Management 112k $7.4M 2% Sep 2021
Total Wealth Planning 106k $7.0M 1% Sep 2021
Nelson, Van Denburg & Campbell Wealth Management 99k $6.6M 997% Sep 2021
Koss-Olinger Consulting 92k $6.1M -6% Sep 2021
Marotta Asset Management 89k $6.3M -5% Dec 2021
Wells Fargo & Company 88k $5.8M -7% Sep 2021
First Heartland Consultants 87k $5.7M 48% Sep 2021
Waller Financial Planning Group 85k $5.7M 1% Sep 2021
Prestige Wealth Management Group 83k $5.5M 3% Sep 2021
Diligent Investors 83k $5.6M 0% Sep 2021
Clarus Wealth Advisors 80k $5.7M 42% Dec 2021
Equitable Holdings 75k $5.0M 0% Sep 2021
Harborview Advisors 75k $4.9M 0% Sep 2021
Commonwealth Equity Services 74k $4.9M 7% Sep 2021
Gladstone Institutional Advisory 72k $4.8M 2% Sep 2021
Sage Financial 71k $4.7M -1% Sep 2021
Private Advisor 68k $4.5M 8% Sep 2021
Signature Estate and Investment Advisors 67k $4.4M 2% Sep 2021
Veritable 62k $4.1M 0% Sep 2021
Koshinski Asset Management 62k $4.4M -1% Dec 2021
Foresight Wealth Management 58k $3.8M 5% Sep 2021
Executive Wealth Management 58k $3.8M -8% Sep 2021
Mariner Wealth Advisors 58k $3.8M -8% Sep 2021
Raymond James & Associates 57k $3.8M -9% Sep 2021
Arq Wealth Advisors 55k $3.6M 2% Sep 2021
Windsor Group 54k $3.7M 3% Sep 2021
IAG Wealth Partners 54k $3.6M -5% Sep 2021
UBS Group 53k $3.5M -21% Sep 2021
Annapolis Financial Services 53k $3.5M -1% Sep 2021
Stratos Wealth Advisors 47k $3.4M 8% Dec 2021
Ameriprise Financial 44k $2.9M -4% Sep 2021
Juncture Wealth Strategies 42k $2.8M 19% Sep 2021
Measured Wealth Private Client Group 42k $2.8M -6% Sep 2021
Honkamp Krueger Financial Services 39k $2.6M -2% Sep 2021
Capital Wealth Management 38k $2.5M 43% Sep 2021
Flow Traders US 38k $2.5M 938% Sep 2021
Northwestern Mutual Wealth Management Company 38k $2.5M 12% Sep 2021
Raymond James Financial Services Advisors 36k $2.4M -3% Sep 2021
Acorn Financial Advisory Services 32k $2.1M 0% Sep 2021
Mercer Global Advisors 31k $2.1M 0% Sep 2021
Captrust Financial Advisors 31k $2.0M -1% Sep 2021
Cary Street Partner Investment Advisory 30k $2.0M 6% Sep 2021
Fullen Financial Group 30k $2.0M 0% Sep 2021
CornerCap Investment Counsel 30k $2.0M -20% Sep 2021
Strategic Wealth Advisors 29k $1.9M 9% Sep 2021
Omega Financial Group 27k $1.8M -30% Sep 2021
Cambridge Investment Research Advisors 27k $1.8M -10% Sep 2021
Wambolt & Associates 27k $1.8M 1% Sep 2021
Creative Planning 24k $1.6M 7% Sep 2021
Courage Miller Partners 23k $1.5M -1% Sep 2021
Pure Financial Advisors 21k $1.5M -6% Dec 2021
Cooper Financial Group 21k $1.4M 12% Sep 2021
Krilogy Financial 20k $1.3M -16% Sep 2021
Cetera Investment Advisers 20k $1.3M 5% Sep 2021
Citadel Advisors 19k $1.2M 64% Sep 2021
Occidental Asset Management 19k $1.2M 4% Sep 2021
Courier Capital Corp 18k $1.3M 2% Dec 2021
Hanson McClain Advisors 18k $1.2M 6% Sep 2021
Thrivent Financial for Lutherans 17k $1.1M 3% Sep 2021
Slow Capital 17k $1.1M -5% Sep 2021
Reilly Financial Advisors 17k $1.1M 3% Sep 2021
Kestra Advisory Services 15k $1.0M 29% Sep 2021
Geneos Wealth Management 15k $1.0M 0% Sep 2021
GeoWealth Management 15k $1000k 100% Sep 2021
IFP Advisors 14k $1.0M -3% Dec 2021
Wrapmanager 14k $894k 28% Sep 2021
Eclectic Associates 13k $939k 0% Dec 2021
Harbour Investments 13k $845k -3% Sep 2021
Stratos Wealth Partners 12k $882k 92% Dec 2021
Cornerstone Wealth Management 12k $784k 21% Sep 2021
Financial Management Professionals 11k $745k -99% Sep 2021
SOL Capital Management 11k $706k 13% Sep 2021
Laidlaw Wealth Management 11k $703k -19% Sep 2021
Pacific Sun Financial Corp 10k $666k 100% Sep 2021
SJA Financial Advisory 9.9k $656k 1% Sep 2021
Branch Banking & Trust Company 9.8k $647k 31% Sep 2021
Advance Capital Management 9.5k $678k 100% Dec 2021
Visionary Wealth Advisors 9.5k $632k 16% Sep 2021
Monticello Wealth Management 9.4k $624k -54% Sep 2021
Financial Network Investment Corporation 9.0k $597k 105% Sep 2021
Mml Investors Services 8.7k $574k -66% Sep 2021
Acas 8.5k $566k 0% Sep 2021
Livingston Group Asset Management 8.5k $566k -6% Sep 2021
Centerpoint Advisors 8.3k $590k -1% Dec 2021
Brookstone Capital Management 8.2k $588k 5% Dec 2021
Orin Green Financial 8.2k $541k -3% Sep 2021
Colony Group 8.1k $533k -6% Sep 2021
Johnson Investment Counsel 8.0k $529k 0% Sep 2021
Susquehanna International 8.0k $527k -92% Sep 2021
Insight Advisors, LLC/ PA 7.6k $544k 3% Sep 2021
LexAurum Advisors 7.6k $502k -1% Sep 2021
Great Valley Advisor Group 7.4k $487k 0% Sep 2021
CliftonLarsonAllen Wealth Advisors 7.2k $477k 0% Sep 2021
Prudential Financial 7.1k $472k 115% Sep 2021
Pnc Financial Services 7.0k $465k 1% Sep 2021
Chicago Partners Investment 6.8k $491k 19% Sep 2021
Merriman Wealth Management 6.4k $421k -97% Sep 2021
Wealthcare Advisory Partners 6.3k $420k -10% Sep 2021
Everhart Financial Group 6.3k $417k 0% Sep 2021
Thompson Investment Management 5.8k $382k -5% Sep 2021
Jackson Creek Investment Advisors 5.8k $382k -3% Sep 2021
Motive Wealth Advisors 5.8k $381k 8% Sep 2021
Brown Advisory Holdings Incorporated 5.7k $377k 0% Sep 2021
Proequities 5.7k $376k 18% Sep 2021
Sigma Planning 5.6k $372k -14% Sep 2021
Intl Fcstone 5.4k $359k 83% Sep 2021
Moloney Securities Asset Management 5.3k $348k 4% Sep 2021
Burt Wealth Advisors 5.2k $371k -6% Dec 2021
Condor Capital Management 5.1k $340k -1% Sep 2021
Sterling Financial Planning 5.1k $338k 3% Sep 2021
Cypress Wealth Services 5.1k $335k 0% Sep 2021
Wipfli Financial Advisors Llc, 5.0k $333k 0% Sep 2021
Kmg Fiduciary Partners 5.0k $353k 0% Dec 2021
Baltimore-Washington Financial Advisors 4.9k $322k -2% Sep 2021
Staley Capital Advisers 4.8k $316k 0% Sep 2021
Integrated Wealth Concepts 4.8k $316k 20% Sep 2021
Fort Point Capital Partners 4.6k $306k 100% Sep 2021
Prime Capital Investment Advisors 4.5k $295k -14% Sep 2021
WJ Wealth Management 4.4k $292k -23% Sep 2021
Rockland Trust 3.7k $243k -42% Sep 2021
Tower Research Capital 3.6k $238k -94% Sep 2021
Gerber Kawasaki Wealth & Investment Management 2.9k $190k -44% Sep 2021

Who sold out of SPDR DJ Wilshire Mid Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Ferris Capital Jun 2021 105k $7.1M
Jane Street Jun 2021 71k $4.8M
Old Mission Capital Jun 2021 51k $3.4M
J.w. Cole Advisors Jun 2021 34k $2.3M
IMC-Chicago Jun 2021 18k $1.2M
Renaissance Technologies Jun 2021 9.6k $648k
Continuum Advisory Jun 2021 7.0k $471k
Two Sigma Securities Jun 2021 6.3k $425k
Voya Financial Advisors Jun 2021 5.1k $340k