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 | ||
---|---|---|---|---|---|---|
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 |