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

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