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 | 2.1M | $181M | -4% | Dec 2025 |
|
| Financial Engines Advisors L.L.C | 1.3M | $107M | -1% | Sep 2025 |
|
| LPL Financial | 1.0M | $87M | -4% | Sep 2025 |
|
| AE Wealth Management | 859k | $73M | 30% | Dec 2025 |
|
| Honkamp Krueger Financial Services | 834k | $70M | 76% | Sep 2025 |
|
| Lutz Financial Services | 726k | $61M | 4% | Sep 2025 |
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| Financial Advisory Service | 600k | $50M | 2% | Sep 2025 |
|
| Stifel Financial | 573k | $48M | -32% | Sep 2025 |
|
| Tiaa Trust, National Association | 533k | $45M | -4% | Sep 2025 |
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| Wells Fargo & Company | 477k | $40M | 0% | Sep 2025 |
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| Canandaigua National Bank and Trust Company | 407k | $34M | 3% | Dec 2025 |
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| Klingman & Associates | 371k | $31M | 0% | Dec 2025 |
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| First Pacific Financial | 370k | $31M | 2% | Dec 2025 |
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| First National Trust Company | 361k | $31M | 1% | Dec 2025 |
|
| Cetera Investment Advisers | 328k | $27M | 57% | Sep 2025 |
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| Convergence Financial | 300k | $25M | 6% | Sep 2025 |
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| Equitable Holdings | 297k | $25M | -8% | Sep 2025 |
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| GHP Investment Advisors | 282k | $24M | 1% | Dec 2025 |
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| HighTower Advisors | 271k | $23M | 0% | Sep 2025 |
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| WCG Wealth Advisors | 241k | $20M | 188% | Dec 2025 |
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| Goldman Sachs Group | 233k | $20M | 4% | Dec 2025 |
|
| Asset Dedication | 232k | $20M | -1% | Dec 2025 |
|
| Rodgers & Associates | 220k | $19M | 0% | Dec 2025 |
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| Mercer Global Advisors | 206k | $17M | 0% | Sep 2025 |
|
| Benjamin Edwards | 203k | $17M | -57% | Dec 2025 |
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| CWM | 201k | $17M | 41% | Dec 2025 |
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| Jones Financial Companies, L.L | 196k | $16M | 39% | Sep 2025 |
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| IHT Wealth Management | 181k | $15M | -8% | Sep 2025 |
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| ERn Financial | 176k | $15M | -6% | Dec 2025 |
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| Balanced Wealth Group | 157k | $13M | 3% | Dec 2025 |
|
| Mml Investors Services | 155k | $13M | 2% | Sep 2025 |
|
| McAdam | 151k | $13M | -2% | Sep 2025 |
|
| Krasney Financial | 133k | $11M | -1% | Dec 2025 |
|
| Mariner Wealth Advisors | 128k | $11M | 13% | Dec 2025 |
|
| Michael S. Ryan | 124k | $11M | 0% | Dec 2025 |
|
| Private Wealth Management Group | 123k | $10M | -5% | Dec 2025 |
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| Ameriprise Financial | 116k | $9.7M | -5% | Sep 2025 |
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| Alesco Advisors | 116k | $9.8M | -1% | Dec 2025 |
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| Cary Street Partners Financial | 115k | $9.8M | -5% | Dec 2025 |
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| Commonwealth Equity Services | 109k | $9.1M | -5% | Sep 2025 |
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| Total Wealth Planning | 100k | $8.3M | -2% | Sep 2025 |
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| JNBA Financial Advisors | 99k | $8.4M | -4% | Dec 2025 |
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| Prestige Wealth Management Group | 97k | $8.1M | -2% | Sep 2025 |
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| Advisor Group Holdings | 97k | $8.1M | -8% | Sep 2025 |
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| Capital Wealth Management | 91k | $7.7M | 8% | Dec 2025 |
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| MONECO Advisors | 89k | $7.6M | 52% | Dec 2025 |
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| Emerald Investment Partners | 87k | $7.3M | -4% | Sep 2025 |
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| IAG Wealth Partners | 83k | $7.1M | 2% | Dec 2025 |
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| Private Advisor | 83k | $6.9M | -2% | Sep 2025 |
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| Confluence Investment Management | 78k | $6.6M | -59% | Dec 2025 |
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| Raymond James Financial | 76k | $6.3M | 2% | Sep 2025 |
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| Sage Financial | 74k | $6.2M | 0% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 73k | $6.2M | -2% | Dec 2025 |
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| Rockbridge Investment Management, LCC | 72k | $6.1M | -8% | Dec 2025 |
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| Pathstone Holdings | 69k | $5.8M | 0% | Sep 2025 |
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| May Barnhard Investments | 68k | $5.7M | -3% | Dec 2025 |
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| Diligent Investors | 65k | $5.5M | -5% | Dec 2025 |
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| Redwood Investment Management | 61k | $5.0M | 1288% | Sep 2025 |
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| Gladstone Institutional Advisory | 60k | $5.0M | 1% | Sep 2025 |
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| Chicago Partners Investment | 57k | $5.1M | 5% | Dec 2025 |
|
| Koss-Olinger Consulting | 57k | $4.5M | 0% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 56k | $4.6M | 4% | Sep 2025 |
|
| RTD Financial Advisors | 55k | $4.7M | -1% | Dec 2025 |
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| Modera Wealth Management | 51k | $4.3M | 0% | Dec 2025 |
|
| Bnp Paribas Arbitrage, Snc | 50k | $4.2M | 100% | Sep 2025 |
|
| Marotta Asset Management | 49k | $4.2M | -4% | Dec 2025 |
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| Capital Analysts | 47k | $4.0M | -4% | Sep 2025 |
|
| Canandaigua National Trust Co of Florida | 47k | $4.0M | -1% | Dec 2025 |
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| Wealthcare Advisory Partners | 46k | $3.9M | 6% | Dec 2025 |
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| Bailard | 45k | $3.8M | -1% | Dec 2025 |
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| Montz Harcus Wealth Management | 45k | $3.8M | -2% | Dec 2025 |
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| UBS Group | 45k | $3.8M | -14% | Dec 2025 |
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| Jpmorgan Chase & Co | 45k | $3.7M | 100% | Sep 2025 |
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| Geneos Wealth Management | 44k | $3.7M | 8% | Dec 2025 |
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| Royal Bank of Canada | 42k | $3.5M | -29% | Sep 2025 |
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| Envestnet Asset Management | 41k | $3.5M | -17% | Sep 2025 |
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| Koshinski Asset Management | 38k | $3.2M | -5% | Sep 2025 |
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| Steward Partners Investment Advisory | 36k | $3.0M | 1807% | Sep 2025 |
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| Townsquare Capital | 36k | $3.0M | -12% | Sep 2025 |
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| Occidental Asset Management | 35k | $2.9M | -2% | Dec 2025 |
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| Bill Few Associates | 34k | $2.9M | 17% | Dec 2025 |
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| Cambridge Investment Research Advisors | 32k | $2.7M | 26% | Dec 2025 |
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| Kingsview Wealth Management | 32k | $2.7M | 120% | Dec 2025 |
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| Waller Financial Planning Group | 32k | $2.7M | -50% | Dec 2025 |
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| Courage Miller Partners | 31k | $2.6M | -1% | Dec 2025 |
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| Fidelis Capital Partners | 30k | $2.6M | -8% | Dec 2025 |
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| Advisor OS | 30k | $2.6M | 174% | Dec 2025 |
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| Ignite Planners | 30k | $2.7M | 7% | Dec 2025 |
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| Creative Planning | 30k | $2.5M | 56% | Sep 2025 |
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| Brookstone Capital Management | 29k | $2.5M | 0% | Dec 2025 |
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| Shum Financial Group | 28k | $2.4M | 9% | Dec 2025 |
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| CX Institutional | 28k | $2.4M | 4% | Dec 2025 |
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| Garden State Investment Advisory Services | 28k | $2.3M | -2% | Sep 2025 |
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| Captrust Financial Advisors | 28k | $2.3M | -12% | Sep 2025 |
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| Intrua Financial | 28k | $2.3M | 1% | Dec 2025 |
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| Titleist Asset Management | 27k | $2.3M | -52% | Sep 2025 |
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| Kingswood Wealth Advisors | 27k | $2.3M | -12% | Dec 2025 |
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| Barden Capital Management | 26k | $2.2M | 8% | Dec 2025 |
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| Lodestar Private Asset Management | 25k | $2.1M | -20% | Dec 2025 |
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| Kestra Advisory Services | 24k | $2.1M | 5% | Dec 2025 |
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| Goss Wealth Management | 24k | $2.0M | 303% | Sep 2025 |
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| Payne Capital Management | 24k | $2.0M | 3% | Dec 2025 |
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| Branch Banking & Trust Company | 23k | $2.0M | 10% | Dec 2025 |
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| My Purposeful Wealth Corp. | 23k | $2.0M | 5% | Dec 2025 |
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| Courier Capital Corp | 23k | $1.9M | 1% | Dec 2025 |
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| Aptus Capital Advisors | 23k | $1.9M | -2% | Sep 2025 |
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| Financial Guidance Group | 22k | $1.8M | -3% | Dec 2025 |
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| Merit Financial Group | 21k | $1.8M | -4% | Dec 2025 |
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| Personal Resources Investment & Strategic Management | 21k | $1.8M | -67% | Dec 2025 |
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| Buckingham Strategic Partners | 21k | $1.7M | 5% | Sep 2025 |
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| Great Valley Advisor Group | 20k | $1.7M | 1% | Sep 2025 |
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| Sontag Advisory | 20k | $1.7M | 0% | Sep 2025 |
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| We Are One Seven | 20k | $1.6M | 1% | Sep 2025 |
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| Accurate Wealth Management | 19k | $1.7M | -3% | Dec 2025 |
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| Elevated Capital Advisors | 19k | $1.6M | 41% | Dec 2025 |
|
| Mach-1 Financial Group | 19k | $1.6M | 100% | Dec 2025 |
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| Salomon & Ludwin | 19k | $1.6M | 5% | Dec 2025 |
|
| Cambridge Financial Group | 18k | $1.5M | -13% | Dec 2025 |
|
| Stratos Wealth Advisors | 18k | $1.5M | 0% | Sep 2025 |
|
| Collective Family Office | 18k | $1.5M | 5% | Dec 2025 |
|
| AQR Capital Management | 18k | $1.5M | 97% | Sep 2025 |
|
| CWA Asset Management | 17k | $1.5M | 3% | Dec 2025 |
|
| Acorn Financial Advisory Services | 17k | $1.4M | 0% | Sep 2025 |
|
| MAI Wealth Advisors | 17k | $1.4M | -1% | Dec 2025 |
|
| Cary Street Partner Investment Advisory | 17k | $1.4M | 4% | Dec 2025 |
|
| HF Advisory Group | 16k | $1.4M | 2% | Dec 2025 |
|
| Omega Financial Group | 16k | $1.4M | -7% | Dec 2025 |
|
| Farther Finance Advisors | 16k | $1.4M | -9% | Dec 2025 |
|
| Colony | 16k | $1.3M | -8% | Sep 2025 |
|
| Silver Oak Securities | 16k | $1.3M | 59% | Dec 2025 |
|
| Visionary Wealth Advisors | 15k | $1.3M | -27% | Sep 2025 |
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| American Financial & Tax Strategies | 15k | $1.3M | 8% | Dec 2025 |
|
| Juncture Wealth Strategies | 15k | $1.2M | -4% | Dec 2025 |
|
| Pure Financial Advisors | 14k | $1.2M | -6% | Dec 2025 |
|
| Onyx Bridge Wealth Group | 14k | $1.2M | 230% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 14k | $1.2M | -3% | Dec 2025 |
|
| Brady Martz Wealth Solutions | 14k | $1.1M | -8% | Dec 2025 |
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| LTG Capital | 13k | $1.1M | -12% | Sep 2025 |
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| HFG Advisors | 13k | $1.1M | 0% | Sep 2025 |
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| Hanson McClain Advisors | 13k | $1.1M | -1% | Sep 2025 |
|
| Cullen Frost Bankers | 12k | $1.0M | 100% | Dec 2025 |
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| Lewis Asset Management | 12k | $999k | -4% | Dec 2025 |
|
| Keystone Financial Group | 11k | $954k | -1% | Dec 2025 |
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| Natixis Asset Management Advisors | 11k | $949k | 100% | Dec 2025 |
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| Portside Wealth Group | 11k | $936k | 13% | Dec 2025 |
|
| Quantinno Capital Management | 11k | $907k | 100% | Sep 2025 |
|
| Fiduciary Alliance | 11k | $921k | 0% | Dec 2025 |
|
| Krilogy Financial | 11k | $960k | -2% | Dec 2025 |
|
| MidAtlantic Capital Management | 11k | $902k | 0% | Sep 2025 |
|
| Weinberger Asset Management | 11k | $896k | -9% | Sep 2025 |
|
| CLS Investments | 9.8k | $817k | -31% | Sep 2025 |
|
| SFG Wealth Management | 6.3k | $522k | -50% | Sep 2025 |
|
| Signature Estate and Investment Advisors | 3.7k | $310k | -93% | Dec 2025 |
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| Susquehanna International | 2.5k | $206k | -95% | Sep 2025 |
|
| Cape Investment Advisory | 1.4k | $114k | -89% | Sep 2025 |
|