Who owns SPDR DJ Wilshire Mid Cap?
- Ticker: SPMD
- CUSIP Number: 78464A847
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Mid Cap with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire Mid Cap stock
Who bought or sold SPDR DJ Wilshire Mid Cap this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Creative Planning | 73M | $4.0B | 5% | Sep 2024 |
|
| LPL Financial | 12M | $667M | -1% | Sep 2024 |
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| ValMark Advisers | 5.9M | $320M | 3% | Sep 2024 |
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| CWM | 5.7M | $313M | 12% | Sep 2024 |
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| AlTi Global | 5.6M | $305M | -4% | Sep 2024 |
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| HighTower Advisors | 2.6M | $135M | 3% | Jun 2024 |
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| Morgan Stanley | 2.0M | $103M | -35% | Jun 2024 |
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| RFG Advisory | 1.6M | $90M | 8% | Sep 2024 |
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| Envestnet Asset Management | 1.5M | $79M | 108% | Sep 2024 |
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| Atlas Private Wealth Advisors | 1.3M | $70M | 0% | Sep 2024 |
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| Great Valley Advisor Group | 1.2M | $68M | 17% | Sep 2024 |
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| Private Advisor | 1.2M | $68M | -2% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.2M | $65M | 37% | Sep 2024 |
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| Savant Capital Management | 1.2M | $64M | -21% | Sep 2024 |
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| Auto-Owners Insurance | 1.0M | $57M | 0% | Sep 2024 |
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| Texas Permanent School Fund | 994k | $54M | 100% | Sep 2024 |
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| Advisor Group Holdings | 987k | $54M | -5% | Sep 2024 |
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| Cornerstone Wealth Management | 948k | $52M | 5% | Sep 2024 |
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| Wealthcare Advisory Partners | 852k | $47M | 3% | Sep 2024 |
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| Koss-Olinger Consulting | 805k | $44M | 3% | Sep 2024 |
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| Mason Street Advisors | 721k | $39M | 900% | Sep 2024 |
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| First Command Advisory Services | 719k | $39M | 359612% | Sep 2024 |
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| JNBA Financial Advisors | 709k | $39M | -19% | Sep 2024 |
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| Waller Financial Planning Group | 684k | $37M | 0% | Sep 2024 |
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| Peterson Wealth Advisors | 653k | $36M | 5% | Sep 2024 |
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| Wells Fargo & Company | 638k | $35M | 2% | Sep 2024 |
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| Good Life Advisors | 633k | $35M | 6% | Sep 2024 |
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| AlphaStar Capital Management | 608k | $33M | 8% | Sep 2024 |
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| Royal Bank of Canada | 604k | $33M | 5% | Sep 2024 |
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| William Blair $ Company | 572k | $31M | 3% | Sep 2024 |
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| HHM Wealth Advisors | 564k | $31M | 4% | Sep 2024 |
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| Global Retirement Partners | 545k | $30M | -1% | Sep 2024 |
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| Hills Bank And Trust Company | 544k | $30M | 1% | Sep 2024 |
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| ACT Advisors | 514k | $28M | 2449% | Sep 2024 |
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| Assetmark | 464k | $25M | -2% | Sep 2024 |
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| Bank of America Corporation | 445k | $24M | 11% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 425k | $22M | -1% | Jun 2024 |
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| Monticello Wealth Management | 415k | $22M | -8% | Sep 2024 |
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| Financial Strategies Group | 367k | $20M | 1% | Sep 2024 |
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| CI Private Wealth | 366k | $20M | 1% | Sep 2024 |
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| North Star Asset Management | 366k | $20M | 6% | Sep 2024 |
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| Fifth Third Bancorp | 365k | $20M | 16% | Sep 2024 |
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| Reston Wealth Management | 355k | $19M | 0% | Sep 2024 |
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| TLWM | 349k | $19M | 0% | Sep 2024 |
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| First National Trust Company | 344k | $19M | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 335k | $18M | 22% | Sep 2024 |
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| Impact Partnership Wealth | 334k | $18M | 18% | Sep 2024 |
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| Equitable Holdings | 330k | $17M | -3% | Jun 2024 |
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| Mml Investors Services | 329k | $18M | 1% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 327k | $17M | 15% | Jun 2024 |
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| Cahaba Wealth Management | 321k | $18M | 0% | Sep 2024 |
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| D. J. St. Germain | 315k | $17M | 5% | Sep 2024 |
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| Sollinda Capital Management | 291k | $16M | -1% | Sep 2024 |
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| Citizens & Northern Corporation | 278k | $15M | 0% | Sep 2024 |
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| Measured Wealth Private Client Group | 274k | $15M | -22% | Sep 2024 |
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| Summit Trail Advisors | 267k | $15M | 2018% | Sep 2024 |
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| Wealthquest | 259k | $13M | -8% | Jun 2024 |
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| New Perspectives | 258k | $14M | 3% | Sep 2024 |
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| Cetera Investment Advisers | 257k | $13M | 22% | Jun 2024 |
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| Financial Gravity Wealth | 253k | $13M | 4% | Jun 2024 |
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| Townsquare Capital | 236k | $13M | -7% | Sep 2024 |
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| Farther Finance Advisors | 236k | $13M | 45% | Sep 2024 |
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| Financial Gravity Companies | 227k | $12M | 100% | Sep 2024 |
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| Stratos Wealth Partners | 227k | $12M | 16% | Sep 2024 |
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| Western Wealth Management | 218k | $12M | 10% | Sep 2024 |
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| Hanson McClain Advisors | 218k | $12M | 5% | Sep 2024 |
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| Geneos Wealth Management | 213k | $11M | 8% | Jun 2024 |
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| Pinkerton Retirement Specialists | 212k | $12M | -12% | Sep 2024 |
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| Advance Capital Management | 209k | $11M | 0% | Sep 2024 |
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| Montz Harcus Wealth Management | 203k | $11M | 7% | Sep 2024 |
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| Alta Wealth Advisors | 202k | $11M | 8% | Sep 2024 |
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| Wagner Bowman Management | 201k | $11M | 4% | Sep 2024 |
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| Retirement Income Solutions | 193k | $11M | 0% | Sep 2024 |
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| First International Bank & Trust | 193k | $11M | -3% | Sep 2024 |
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| Moneta Group Investment Advisors | 192k | $11M | -3% | Sep 2024 |
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| Goss Wealth Management | 191k | $9.8M | 31% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 188k | $10M | 7% | Sep 2024 |
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| Orion Portfolio Solutions | 186k | $10M | -6% | Sep 2024 |
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| Windsor Capital Management | 186k | $10M | -1% | Sep 2024 |
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| Symphony Financial | 186k | $10M | 8% | Sep 2024 |
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| Louisiana State Employees Retirement System | 186k | $10M | -11% | Sep 2024 |
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| Cascade Financial Partners | 186k | $10M | 2% | Sep 2024 |
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| Beacon Pointe Advisors | 185k | $10M | -1% | Sep 2024 |
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| PSI Advisors | 181k | $10M | 2% | Sep 2024 |
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| IAG Wealth Partners | 179k | $9.8M | 9% | Sep 2024 |
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| Leslie Global Wealth | 177k | $9.7M | 5% | Sep 2024 |
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| Syntegra Private Wealth Group | 176k | $9.6M | -1% | Sep 2024 |
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| Sontag Advisory | 175k | $9.6M | -7% | Sep 2024 |
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| Wrapmanager | 175k | $9.5M | 30% | Sep 2024 |
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| Park Avenue Securities | 175k | $9.5M | 3% | Sep 2024 |
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| Trilogy Capital | 174k | $9.5M | -18% | Sep 2024 |
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| Cambridge Investment Research Advisors | 170k | $9.3M | 3% | Sep 2024 |
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| KWB Wealth | 168k | $8.6M | -1% | Sep 2024 |
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| Pachira Investments | 167k | $9.1M | -1% | Sep 2024 |
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| Pathstone Holdings | 165k | $9.0M | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 165k | $9.0M | -29% | Sep 2024 |
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| Collaborative Wealth Managment | 164k | $9.0M | 5% | Sep 2024 |
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| Exchange Capital Management | 159k | $8.7M | 31% | Sep 2024 |
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| Garrett Investment Advisors | 159k | $8.7M | -10% | Sep 2024 |
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| Private Wealth Group | 154k | $8.4M | -2% | Sep 2024 |
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| Frank. Day | 153k | $8.4M | -5% | Sep 2024 |
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| TPG Financial Advisors | 145k | $7.9M | 4% | Sep 2024 |
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| Hm Payson & Co | 144k | $7.9M | 0% | Sep 2024 |
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| Marathon Strategic Advisors | 143k | $7.8M | 19% | Sep 2024 |
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| Evermay Wealth Management | 141k | $7.7M | 64% | Sep 2024 |
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| Pecaut & Co. | 139k | $7.6M | 5% | Sep 2024 |
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| FF Advisors | 139k | $7.7M | 0% | Sep 2024 |
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| Foundations Investment Advisors | 139k | $7.6M | 8% | Sep 2024 |
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| Cary Street Partners Asset Management | 138k | $7.6M | 10% | Sep 2024 |
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| Octavia Wealth Advisors | 134k | $7.3M | 21% | Sep 2024 |
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| Jpmorgan Chase & Co | 132k | $7.2M | 50% | Sep 2024 |
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| Capital Investment Advisory Services | 132k | $7.2M | 0% | Sep 2024 |
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| Resources Investment Advisors | 129k | $7.0M | -5% | Sep 2024 |
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| Berkeley Capital Partners | 128k | $7.0M | 2% | Sep 2024 |
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| Bensler | 127k | $7.0M | 16% | Sep 2024 |
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| Commonwealth Equity Services | 125k | $6.8M | 8% | Sep 2024 |
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| Perennial Investment Advisors | 124k | $6.3M | -1% | Jun 2024 |
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| Warren Street Wealth Advisors | 123k | $6.7M | 3% | Sep 2024 |
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| Precedent Wealth Partners | 121k | $6.6M | 55% | Sep 2024 |
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| Arq Wealth Advisors | 120k | $6.5M | 10% | Sep 2024 |
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| Sanctuary Advisors | 119k | $6.0M | 100% | Jun 2024 |
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| SPC Financial | 119k | $6.5M | 0% | Sep 2024 |
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| Northern Trust | 118k | $6.4M | -3% | Sep 2024 |
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| Walkner Condon Financial Advisors | 113k | $6.2M | 4% | Sep 2024 |
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| Integrated Wealth Concepts | 111k | $6.1M | -23% | Sep 2024 |
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| Leicht Financial Planning & Wealth Management | 110k | $6.0M | 2% | Sep 2024 |
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| Carnegie Capital Asset Management | 110k | $6.0M | 3% | Sep 2024 |
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| Thrivent Financial for Lutherans | 110k | $6.0M | 110% | Sep 2024 |
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| Oarsman Capital | 109k | $6.0M | 7% | Sep 2024 |
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| Millington Financial Advisors | 109k | $6.0M | 10% | Sep 2024 |
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| Raymond James Financial Services Advisors | 108k | $5.9M | -11% | Sep 2024 |
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| Vivaldi Capital Management | 107k | $5.8M | -3% | Sep 2024 |
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| Hibernia Wealth Partners | 102k | $5.6M | 14% | Sep 2024 |
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| Stewardship Advisors | 100k | $5.5M | -28% | Sep 2024 |
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| Gladstone Institutional Advisory | 96k | $5.2M | 88% | Sep 2024 |
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| Colony | 96k | $5.2M | 5% | Sep 2024 |
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| Levy Wealth Management Group | 95k | $4.9M | 0% | Jun 2024 |
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| Raymond James & Associates | 95k | $5.2M | 8% | Sep 2024 |
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| Zhang Financial | 93k | $5.1M | 41% | Sep 2024 |
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| Goldman Sachs Group | 91k | $4.7M | 0% | Jun 2024 |
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| Resonant Capital Advisors | 88k | $4.8M | 0% | Sep 2024 |
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| Anfield Capital Management | 87k | $4.8M | 3% | Sep 2024 |
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| Founders Financial Alliance | 87k | $4.7M | -2% | Sep 2024 |
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| Merit Financial Group | 83k | $4.5M | -21% | Sep 2024 |
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| IFG Advisory | 83k | $4.5M | -1% | Sep 2024 |
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| Flagship Harbor Advisors | 81k | $4.4M | 14% | Sep 2024 |
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| HPM Partners | 78k | $4.3M | -1% | Sep 2024 |
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| Chicago Partners Investment | 76k | $4.2M | 8% | Sep 2024 |
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| Nottingham Advisors | 76k | $4.2M | 82% | Sep 2024 |
|
| Modera Wealth Management | 75k | $4.1M | -2% | Sep 2024 |
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| Abich Financial Wealth Management | 53k | $2.9M | -70% | Sep 2024 |
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| Executive Wealth Management | 50k | $2.7M | -70% | Sep 2024 |
|
| Citadel Advisors | 48k | $2.6M | -60% | Sep 2024 |
|
| Strategic Financial Concepts | 8.4k | $460k | -98% | Sep 2024 |
|
Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| OneAscent Financial Services | Jun 2024 | 459k | $24M |
| Vestmark Advisory Solutions | Mar 2024 | 100k | $5.3M |