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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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 |
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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 |
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Prime Capital Investment Advisors | 6.7k | $490k | -43% | Jun 2024 |
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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 |