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 | 2.5M | $194M | -63% | Mar 2025 |
|
| NorthRock Partners | 1.3M | $102M | 0% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 1.3M | $100M | -4% | Mar 2025 |
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| LPL Financial | 1.1M | $88M | 2% | Mar 2025 |
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| Susquehanna International | 1.0M | $80M | 100% | Dec 2024 |
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| Lutz Financial Services | 704k | $54M | 1% | Mar 2025 |
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| Stifel Financial | 675k | $54M | 19% | Dec 2024 |
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| Tiaa Trust, National Association | 601k | $46M | -26% | Mar 2025 |
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| Morgan Stanley | 597k | $48M | 100% | Dec 2024 |
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| Benjamin Edwards | 567k | $44M | -1% | Mar 2025 |
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| Kestra Advisory Services | 566k | $45M | 1% | Dec 2024 |
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| Financial Advisory Service | 556k | $43M | 2% | Mar 2025 |
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| AE Wealth Management | 496k | $40M | 22% | Dec 2024 |
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| Wells Fargo & Company | 480k | $38M | 7% | Dec 2024 |
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| Honkamp Krueger Financial Services | 412k | $32M | 22% | Mar 2025 |
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| Canandaigua National Bank and Trust Company | 400k | $31M | 5% | Mar 2025 |
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| First Pacific Financial | 353k | $27M | 1% | Mar 2025 |
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| Klingman & Associates | 344k | $28M | 0% | Dec 2024 |
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| First National Trust Company | 341k | $26M | -5% | Mar 2025 |
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| Envestnet Asset Management | 329k | $25M | 40% | Mar 2025 |
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| Equitable Holdings | 292k | $23M | 0% | Dec 2024 |
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| IHT Wealth Management | 283k | $23M | 383% | Dec 2024 |
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| GHP Investment Advisors | 275k | $21M | 1% | Mar 2025 |
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| Convergence Financial | 268k | $21M | 100% | Mar 2025 |
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| Goldman Sachs Group | 261k | $20M | 8% | Mar 2025 |
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| Confluence Investment Management | 244k | $19M | -3% | Mar 2025 |
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| HighTower Advisors | 235k | $19M | 2% | Dec 2024 |
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| Asset Dedication | 226k | $17M | -19% | Mar 2025 |
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| Mercer Global Advisors | 217k | $17M | 7% | Dec 2024 |
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| Rodgers & Associates | 216k | $17M | 2% | Mar 2025 |
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| ERn Financial | 210k | $16M | -1% | Mar 2025 |
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| Cetera Investment Advisers | 208k | $17M | 5% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 202k | $16M | 0% | Mar 2025 |
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| Raymond James Financial | 198k | $16M | 100% | Dec 2024 |
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| Clark Capital Management Group | 190k | $15M | 6% | Dec 2024 |
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| Commonwealth Equity Services | 184k | $15M | 7% | Dec 2024 |
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| KWB Wealth | 180k | $14M | -5% | Mar 2025 |
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| McAdam | 166k | $13M | -7% | Dec 2024 |
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| Michael S. Ryan | 156k | $12M | -1% | Mar 2025 |
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| Foundations Investment Advisors | 149k | $11M | 6% | Mar 2025 |
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| Krasney Financial | 148k | $11M | -12% | Mar 2025 |
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| CWM | 143k | $11M | 7% | Mar 2025 |
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| Balanced Wealth Group | 142k | $11M | -1% | Mar 2025 |
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| Ameriprise Financial | 139k | $11M | 13% | Dec 2024 |
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| Private Wealth Management Group | 134k | $10M | 0% | Mar 2025 |
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| Townsquare Capital | 123k | $9.5M | 3% | Mar 2025 |
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| Alesco Advisors | 119k | $9.2M | -1% | Mar 2025 |
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| JNBA Financial Advisors | 118k | $9.1M | -7% | Mar 2025 |
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| Mariner Wealth Advisors | 115k | $9.2M | 4% | Dec 2024 |
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| Jacobi Capital Management | 102k | $8.2M | 1% | Dec 2024 |
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| WCG Wealth Advisors | 100k | $8.0M | 0% | Dec 2024 |
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| Rockbridge Investment Management, LCC | 98k | $7.9M | -23% | Dec 2024 |
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| Prestige Wealth Management Group | 97k | $7.5M | 21% | Mar 2025 |
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| Total Wealth Planning | 96k | $7.4M | -2% | Mar 2025 |
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| Emerald Investment Partners | 92k | $7.1M | 1% | Mar 2025 |
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| Advisor Group Holdings | 86k | $6.6M | 1% | Mar 2025 |
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| Jones Financial Companies, L.L | 85k | $6.8M | 49% | Dec 2024 |
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| H D Vest Advisory Services | 84k | $6.7M | -21% | Dec 2024 |
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| Capital Wealth Management | 81k | $6.2M | 16% | Mar 2025 |
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| EP Wealth Advisors | 78k | $6.3M | 1183% | Dec 2024 |
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| Sage Financial | 76k | $5.9M | -1% | Mar 2025 |
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| Diligent Investors | 76k | $5.9M | -11% | Mar 2025 |
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| Citadel Advisors | 75k | $6.0M | 341% | Dec 2024 |
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| May Barnhard Investments | 74k | $5.7M | -6% | Mar 2025 |
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| Royal Bank of Canada | 72k | $5.8M | 2% | Dec 2024 |
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| Private Advisor | 71k | $5.5M | 13% | Mar 2025 |
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| Thrivent Financial for Lutherans | 70k | $5.6M | 2% | Dec 2024 |
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| Pathstone Holdings | 69k | $5.6M | 0% | Dec 2024 |
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| Bank of America Corporation | 68k | $5.5M | 5% | Dec 2024 |
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| Koss-Olinger Consulting | 65k | $5.0M | -1% | Mar 2025 |
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| Eqis Capital Management | 65k | $5.2M | -1% | Dec 2024 |
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| Executive Wealth Management | 64k | $5.2M | 100% | Dec 2024 |
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| Marotta Asset Management | 58k | $4.6M | 6% | Mar 2025 |
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| Garden State Investment Advisory Services | 58k | $4.7M | 0% | Dec 2024 |
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| IAG Wealth Partners | 58k | $4.4M | -2% | Mar 2025 |
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| Gladstone Institutional Advisory | 57k | $4.5M | -6% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 56k | $4.5M | 3% | Dec 2024 |
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| RTD Financial Advisors | 56k | $4.3M | -5% | Mar 2025 |
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| Waller Financial Planning Group | 53k | $4.1M | -26% | Mar 2025 |
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| Canandaigua National Trust Co of Florida | 52k | $4.0M | 2% | Mar 2025 |
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| Modera Wealth Management | 50k | $3.9M | 0% | Mar 2025 |
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| Bailard | 49k | $3.8M | -1% | Mar 2025 |
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| UBS Group | 48k | $3.7M | -4% | Mar 2025 |
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| Signature Estate and Investment Advisors | 47k | $3.8M | 97% | Dec 2024 |
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| Chicago Partners Investment | 47k | $3.5M | 20% | Mar 2025 |
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| Montz Harcus Wealth Management | 44k | $3.4M | 4% | Mar 2025 |
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| Koshinski Asset Management | 43k | $3.3M | -5% | Mar 2025 |
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| Geneos Wealth Management | 43k | $3.3M | 3% | Mar 2025 |
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| Wealthcare Advisory Partners | 38k | $3.0M | 7% | Mar 2025 |
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| Integrated Wealth Concepts | 38k | $3.0M | -6% | Dec 2024 |
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| Perennial Investment Advisors | 37k | $2.9M | -42% | Dec 2024 |
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| MONECO Advisors | 36k | $2.8M | 70% | Mar 2025 |
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| Captrust Financial Advisors | 35k | $2.8M | -9% | Dec 2024 |
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| Principal Securities | 34k | $2.8M | 0% | Mar 2025 |
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| Rialto Wealth Management | 34k | $2.6M | -3% | Mar 2025 |
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| Kingswood Wealth Advisors | 33k | $2.5M | 12% | Mar 2025 |
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| Lodestar Private Asset Management | 32k | $2.5M | -8% | Mar 2025 |
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| Occidental Asset Management | 31k | $2.5M | 20% | Dec 2024 |
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| Brookstone Capital Management | 30k | $2.3M | 54% | Mar 2025 |
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| Courage Miller Partners | 30k | $2.3M | 3% | Mar 2025 |
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| Ignite Planners | 28k | $2.1M | -8% | Mar 2025 |
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| Vise Technologies | 28k | $2.2M | 610% | Dec 2024 |
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| Branch Banking & Trust Company | 28k | $2.1M | 34% | Mar 2025 |
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| Buckingham Strategic Partners | 27k | $2.2M | 493% | Dec 2024 |
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| Merit Financial Group | 25k | $1.9M | -55% | Mar 2025 |
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| B&D White Capital Company | 25k | $2.0M | 100% | Dec 2024 |
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| Kingsview Wealth Management | 25k | $1.9M | -2% | Mar 2025 |
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| Barden Capital Management | 25k | $1.9M | 2% | Mar 2025 |
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| Shum Financial Group | 24k | $1.9M | 3% | Dec 2024 |
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| Aptus Capital Advisors | 24k | $1.8M | -9% | Mar 2025 |
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| Financial Guidance Group | 24k | $1.8M | -9% | Mar 2025 |
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| Florida Financial Advisors | 24k | $1.7M | 65% | Mar 2025 |
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| Fidelis Capital Partners | 23k | $1.7M | 2% | Mar 2025 |
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| Courier Capital Corp | 23k | $1.8M | 1% | Mar 2025 |
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| Farther Finance Advisors | 22k | $1.7M | 9% | Mar 2025 |
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| My Purposeful Wealth Corp. | 22k | $1.7M | 21% | Mar 2025 |
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| Park Avenue Securities | 21k | $1.6M | 78% | Mar 2025 |
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| Sontag Advisory | 21k | $1.6M | 30% | Mar 2025 |
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| Juncture Wealth Strategies | 21k | $1.6M | -4% | Mar 2025 |
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| Smith Anglin Financial | 20k | $1.5M | -4% | Mar 2025 |
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| Omega Financial Group | 20k | $1.5M | -5% | Mar 2025 |
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| We Are One Seven | 20k | $1.5M | 5% | Mar 2025 |
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| Brady Martz Wealth Solutions | 20k | $1.5M | -11% | Mar 2025 |
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| Cambridge Investment Research Advisors | 20k | $1.5M | -3% | Mar 2025 |
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| Great Valley Advisor Group | 19k | $1.5M | 0% | Mar 2025 |
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| Orion Portfolio Solutions | 19k | $1.5M | 25% | Dec 2024 |
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| CX Institutional | 19k | $1.5M | 30% | Mar 2025 |
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| Collective Family Office | 19k | $1.4M | 12% | Mar 2025 |
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| Stratos Wealth Advisors | 18k | $1.4M | -3% | Mar 2025 |
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| IMC-Chicago | 18k | $1.4M | 100% | Mar 2025 |
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| CWA Asset Management | 18k | $1.4M | 100% | Mar 2025 |
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| IFG Advisory | 18k | $1.4M | 1% | Mar 2025 |
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| Creative Planning | 18k | $1.4M | 3% | Dec 2024 |
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| Visionary Wealth Advisors | 18k | $1.4M | 0% | Dec 2024 |
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| Colony | 17k | $1.4M | 50% | Dec 2024 |
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| Acorn Financial Advisory Services | 17k | $1.3M | -3% | Mar 2025 |
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| Pure Financial Advisors | 17k | $1.3M | -3% | Mar 2025 |
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| Salomon & Ludwin | 16k | $1.2M | 16% | Mar 2025 |
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| Jpmorgan Chase & Co | 16k | $1.2M | -2% | Mar 2025 |
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| LTG Capital | 15k | $1.2M | -1% | Mar 2025 |
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| HF Advisory Group | 15k | $1.2M | 9% | Mar 2025 |
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| MAI Wealth Advisors | 15k | $1.2M | -4% | Dec 2024 |
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| Global Retirement Partners | 15k | $1.2M | 25% | Dec 2024 |
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| Hanson McClain Advisors | 14k | $1.0M | -5% | Mar 2025 |
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| Mount Yale Investment Advisors | 14k | $1.1M | 0% | Mar 2025 |
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| American Financial & Tax Strategies | 14k | $1.1M | 4% | Dec 2024 |
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| Cary Street Partner Investment Advisory | 14k | $1.1M | -92% | Dec 2024 |
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| Mml Investors Services | 13k | $1.1M | 270% | Dec 2024 |
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| Lewis Asset Management | 13k | $1.0M | 0% | Mar 2025 |
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| HFG Advisors | 13k | $989k | -2% | Mar 2025 |
|
| Independent Advisor Alliance | 4.8k | $370k | -90% | Mar 2025 |
|
| Centennial Wealth Advisory | 4.4k | $338k | -75% | Mar 2025 |
|
Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stratos Wealth Partners | Dec 2024 | 55k | $4.4M |
| Clarus Wealth Advisors | Dec 2024 | 53k | $4.2M |
| CI Private Wealth | Sep 2024 | 45k | $3.6M |
| Prudential Financial | Sep 2024 | 25k | $2.0M |
| Pinnacle Family Advisors | Sep 2024 | 21k | $1.7M |
| NorthCrest Asset Manangement | Dec 2024 | 14k | $1.1M |