Who owns SPDR DJ Wilshire Mid Cap Value?

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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
Financial Engines Advisors L.L.C 1.5M $86M 2% Sep 2022
Alesco Advisors 674k $44M 100% Dec 2022
NorthRock Partners 660k $43M -12% Dec 2022
Confluence Investment Management 622k $40M 341% Dec 2022
Lutz Financial Services 525k $30M 7% Sep 2022
Financial Advisory Service 523k $34M -30% Dec 2022
Tiaa 468k $30M 14% Dec 2022
First National Trust Company 377k $24M 20% Dec 2022
Klingman & Associates 364k $24M 1% Dec 2022
First Pacific Financial 327k $21M 6% Dec 2022
McAdam 309k $22M 10% Dec 2022

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Asset Dedication 254k $15M -4% Sep 2022
JNBA Financial Advisors 245k $14M -1% Sep 2022
GHP Investment Advisors 239k $14M 1% Sep 2022
HighTower Advisors 237k $14M 17% Sep 2022
Benjamin F. Edwards & Company 221k $13M 9% Sep 2022
Krasney Financial 199k $12M 100% Sep 2022
EP Wealth Advisors 193k $11M 100% Sep 2022
AE Wealth Management 189k $12M 84% Dec 2022
Rodgers & Associates 175k $11M 2% Dec 2022
Tradewinds Capital Management 158k $10M -36% Dec 2022
FinTrust Capital Advisors 137k $8.4M 15% Sep 2022
Envestnet Asset Management 136k $7.9M 19% Sep 2022
Eqis Capital Management 134k $7.7M -4% Sep 2022
Nelson, Van Denburg & Campbell Wealth Management 125k $7.2M 6% Sep 2022
Parcion Private Wealth 118k $6.8M 31% Sep 2022
Total Wealth Planning 113k $7.3M 11% Dec 2022
Diligent Investors 111k $7.2M 0% Dec 2022
Kestra Advisory Services 103k $6.6M 736% Dec 2022
Raymond James & Associates 98k $5.6M -3% Sep 2022
CWM 94k $6.1M 5% Dec 2022
Kingsview Wealth Management 92k $5.3M -18% Sep 2022
Private Advisor 90k $5.2M 11% Sep 2022
Royal Bank of Canada 90k $5.2M 100% Sep 2022
Gladstone Institutional Advisory 88k $5.7M 34% Dec 2022
Mariner Wealth Advisors 87k $5.0M 100% Sep 2022
Waller Financial Planning Group 82k $5.3M -1% Dec 2022
Ford Financial Group 82k $4.7M 100% Sep 2022
Clarus Wealth Advisors 80k $5.4M -3% Dec 2022
Emerald Investment Partners 80k $4.6M 0% Sep 2022
Marotta Asset Management 79k $5.1M -3% Dec 2022
Sage Financial 79k $5.1M 4% Dec 2022
Prestige Wealth Management Group 78k $4.5M 1% Sep 2022
RTD Financial Advisors 75k $4.8M -1% Dec 2022
Signature Estate and Investment Advisors 64k $4.1M 1% Dec 2022
Koshinski Asset Management 62k $4.0M -2% Dec 2022
Greenup Street Wealth Management 61k $3.9M 100% Dec 2022
Arq Wealth Advisors 60k $3.5M 0% Sep 2022
SigFig Wealth Management 58k $1.8M 100% Dec 2022
Smith Anglin Financial 57k $3.3M 1% Sep 2022
IAG Wealth Partners 57k $3.3M 8% Sep 2022
Foresight Wealth Management 55k $3.2M -4% Sep 2022
UBS Group 54k $3.1M 48% Sep 2022
Annapolis Financial Services 52k $3.4M 0% Dec 2022
Windsor Group 51k $3.4M -3% Dec 2022
Centennial Wealth Advisory 50k $3.2M 1301% Dec 2022
Lodestar Private Asset Management 49k $3.1M 100% Dec 2022
Bailard 47k $3.0M 3% Dec 2022
Cooper Financial Group 47k $3.0M 2% Dec 2022
Financial Guidance Group 46k $3.0M 4% Dec 2022
Centaurus Financial 45k $2.6M 5% Sep 2022
D. Scott Neal 45k $2.9M 0% Dec 2022
Cambridge Investment Research Advisors 42k $2.4M 36% Sep 2022
Honkamp Krueger Financial Services 40k $2.3M -1% Sep 2022
IFP Advisors 40k $3.0M -18% Sep 2022
Csenge Advisory Group 38k $2.2M 3% Sep 2022
Raymond James Financial Services Advisors 36k $2.1M -5% Sep 2022
Foundations Investment Advisors 35k $2.3M 100% Dec 2022
Atria Investments 35k $2.3M 100% Dec 2022
Tower Research Capital 35k $2.0M 100% Sep 2022
Captrust Financial Advisors 35k $2.0M 13% Sep 2022
Stratos Wealth Advisors 33k $1.9M 0% Sep 2022
Barden Capital Management 32k $2.1M 5% Dec 2022
Fullen Financial Group 30k $1.9M 1% Sep 2022
Acorn Financial Advisory Services 30k $1.9M -6% Dec 2022
Capital Wealth Management 29k $1.9M -6% Dec 2022
Drive Wealth Management 29k $1.9M 100% Dec 2022
Juncture Wealth Strategies 28k $1.6M -36% Sep 2022
Wambolt & Associates 27k $1.7M 1% Dec 2022
Courage Miller Partners 26k $1.7M 3% Dec 2022
Dfpg Investments 25k $1.7M 100% Dec 2022
Creative Planning 24k $1.4M -1% Sep 2022
Geneos Wealth Management 23k $1.5M 0% Dec 2022
Park Avenue Securities 22k $1.4M 254% Dec 2022
Jane Street 22k $1.3M 100% Sep 2022
Occidental Asset Management 21k $1.4M 5% Dec 2022
Pure Financial Advisors 20k $1.3M 1% Dec 2022
IHT Wealth Management 20k $1.2M 100% Sep 2022
Branch Banking & Trust Company 19k $1.1M -28% Sep 2022
Measured Wealth Private Client Group 19k $1.2M 7% Dec 2022
Courier Capital Corp 18k $1.2M 1% Dec 2022
Omega Financial Group 18k $1.1M -7% Sep 2022
Strategic Wealth Advisors 18k $1.1M 14% Sep 2022
Hanson McClain Advisors 18k $1.2M -3% Dec 2022
Benjamin Edwards 17k $1.0M 15% Sep 2022
Krilogy Financial 17k $964k -8% Sep 2022
LTG Capital 16k $1.0M 0% Dec 2022
Waypoint Capital Advisors 15k $949k 0% Dec 2022
Mercer Global Advisors 14k $801k -10% Sep 2022
IMC-Chicago 14k $787k -41% Sep 2022
Montz Harcus Wealth Management 13k $808k 100% Dec 2022
Chicago Partners Investment 12k $767k 34% Sep 2022
Eclectic Associates 12k $748k 0% Dec 2022
Beaumont Financial Advisors 11k $715k 100% Dec 2022
Cornerstone Wealth Management 11k $631k 0% Sep 2022
SOL Capital Management 11k $690k 0% Dec 2022
Kestra Private Wealth Services 11k $689k 0% Dec 2022
We Are One Seven 11k $687k 40% Dec 2022
HFG Advisors 10k $654k -11% Dec 2022
Visionary Wealth Advisors 9.7k $561k 4% Sep 2022
Stratos Wealth Partners 9.7k $561k -5% Sep 2022
Advance Capital Management 9.3k $535k 10% Sep 2022
TAGStone Capital 9.1k $525k -5% Sep 2022
Brookstone Capital Management 9.0k $601k 4% Dec 2022
Thompson Investment Management 8.8k $570k 1% Dec 2022
Acas 8.7k $561k 0% Dec 2022
Colony Group 8.4k $486k 0% Sep 2022
Spire Wealth Management 8.4k $541k 100% Dec 2022
Orin Green Financial 8.0k $462k 0% Sep 2022
Keystone Financial Group 7.8k $448k 18% Sep 2022
Sigma Planning 7.0k $455k -2% Dec 2022
Onyx Bridge Wealth Group 7.0k $470k 100% Dec 2022
SJS Investment Consulting 7.0k $453k 0% Dec 2022
Joseph Group Capital Management 7.0k $404k -22% Sep 2022
Moloney Securities Asset Management 6.9k $444k 27% Dec 2022
Salomon & Ludwin 6.7k $390k 7% Sep 2022
NTV Asset Management 6.7k $389k 14% Sep 2022
Everhart Financial Group 6.6k $384k 5% Sep 2022
Centerpoint Advisors 6.3k $408k -11% Dec 2022
PFG Advisors 6.3k $408k 37% Dec 2022
Baker Tilly Financial 6.3k $405k 9% Dec 2022
LexAurum Advisors 6.2k $402k -6% Dec 2022
Pnc Financial Services 6.2k $359k -8% Sep 2022
Crescent Grove Advisors 5.9k $380k 8% Dec 2022
Motive Wealth Advisors 5.6k $365k -13% Dec 2022
Monticello Wealth Management 5.6k $321k -39% Sep 2022
Catalyst Wealth Management 5.5k $357k 100% Dec 2022
Executive Wealth Management 5.5k $5.5M 100% Sep 2022
Burt Wealth Advisors 5.3k $340k 0% Dec 2022
Insight Advisors, LLC/ PA 5.2k $300k -18% Sep 2022
Baltimore-Washington Financial Advisors 5.1k $295k -1% Sep 2022
Sterling Financial Planning 5.1k $294k -1% Sep 2022
Staley Capital Advisers 5.0k $289k 3% Sep 2022
Kmg Fiduciary Partners 5.0k $321k 0% Dec 2022
FirstPurpose Wealth 4.9k $317k 14% Dec 2022
Condor Capital Management 4.8k $279k -1% Sep 2022
Cypress Wealth Services 4.8k $285k 0% Sep 2022
Prime Capital Investment Advisors 4.8k $276k -1% Sep 2022
Fort Point Capital Partners 4.7k $274k 100% Sep 2022
Ameritas Advisory Services 4.7k $272k -7% Sep 2022
Apeiron RIA 4.6k $299k 100% Dec 2022
Private Trust Co Na 4.6k $299k -8% Dec 2022
J.w. Cole Advisors 4.1k $236k -43% Sep 2022

Who sold out of SPDR DJ Wilshire Mid Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Oak Asset Management Jun 2022 25k $1.5M
Great Valley Advisor Group Sep 2022 7.6k $442k
Merriman Wealth Management Jun 2022 6.3k $382k