Who owns SPDR DJ Wilshire Mid Cap?

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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
Creative Planning 29M $1.2B 15% Dec 2020
Tiedemann Wealth Management 7.5M $305M 0% Dec 2020
ValMark Advisers 7.2M $290M -9% Dec 2020
LPL Financial 4.2M $168M 46% Dec 2020
Envestnet Asset Management 856k $35M 71% Dec 2020
Wells Fargo & Company 840k $34M 0% Dec 2020
Retirement Planning Group 802k $32M -7% Dec 2020
Morgan Stanley 766k $31M 27% Dec 2020
Waller Financial Planning Group 749k $30M 15% Dec 2020
Private Advisor 682k $28M 8% Dec 2020
Measured Wealth Private Client Group 652k $26M 1% Dec 2020

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Good Life Advisors 528k $21M -2% Dec 2020
Assetmark 525k $21M -14% Dec 2020
Frontier Wealth Management 505k $20M -3% Dec 2020
Peterson Wealth Advisors 428k $17M 2% Dec 2020
Frank. Day 358k $15M -3% Dec 2020
AlphaStar Capital Management 344k $15M 44% Dec 2020
Ameriprise Financial 313k $13M 14% Dec 2020
Founders Financial Securities 310k $13M 6% Dec 2020
RFG Advisory 303k $13M -1% Dec 2020
Resources Investment Advisors 255k $10M -3% Dec 2020
Financial Strategies Group 248k $10M 7% Dec 2020
Arq Wealth Advisors 237k $9.6M 10% Dec 2020
Windsor Capital Management 237k $9.6M 1% Dec 2020
Lenox Wealth Advisors 234k $9.5M -7% Dec 2020
Mml Investors Services 232k $9.4M 3609% Dec 2020
Advisor Group Holdings 228k $9.2M -14% Dec 2020
UBS Group 227k $9.2M -90% Dec 2020
Bank of America Corporation 211k $8.5M -27% Dec 2020
Cahaba Wealth Management 203k $8.8M 1% Dec 2020
Strategic Financial 200k $8.1M -2% Dec 2020
Moneta Group Investment Advisors 196k $7.9M 2% Dec 2020
Beacon Pointe Advisors 192k $7.8M -1% Dec 2020
TRH Financial 192k $7.7M 4% Dec 2020
HighTower Advisors 184k $7.4M 96% Dec 2020
Alexandria Capital 176k $7.1M 5% Dec 2020
TPG Financial Advisors 166k $6.7M 20% Dec 2020
Parsec Financial Management 161k $6.5M -7% Dec 2020
Wrapmanager 152k $6.1M 31% Dec 2020
Private Wealth Group 151k $6.1M -6% Dec 2020
Vivaldi Capital Management 150k $6.1M 3% Dec 2020
Hanlon Investment Management 149k $6.0M -15% Dec 2020
Townsquare Capital 147k $5.9M 8% Dec 2020
Capital Analysts 144k $5.8M 64% Dec 2020
Strategic Wealth Advisors 138k $5.6M -4% Dec 2020
Carroll Financial Associates 134k $6.1M -9% Mar 2021
Moisand Fitzgerald Tamayo 131k $5.3M -2% Dec 2020
IAG Wealth Partners 129k $5.2M -5% Dec 2020
Nicolet Advisory Services 123k $5.0M -16% Dec 2020
Veritable 122k $4.9M 0% Dec 2020
KWB Wealth 115k $4.6M 100% Dec 2020
Advisory Alpha 111k $4.5M 1% Dec 2020
Wagner Bowman Management 109k $4.7M 14% Dec 2020
Colony Group 108k $4.4M -1% Dec 2020
Pure Financial Advisors 107k $4.9M -20% Mar 2021
ARGI Investment Services 105k $4.2M -5% Dec 2020
United Capital Financial Advisers 105k $4.2M -11% Dec 2020
Garrett Investment Advisors 104k $4.2M 100% Dec 2020
Retirement Income Solutions 102k $4.1M 64% Dec 2020
JNBA Financial Advisors 100k $4.0M 3% Dec 2020
Raymond James Financial Services Advisors 98k $4.0M -57% Dec 2020
IHT Wealth Management 84k $3.4M -3% Dec 2020
Northern Trust 78k $3.1M 0% Dec 2020
Wealth Management Group 75k $3.4M 0% Mar 2021
Pinnacle Advisory Group 75k $3.0M -5% Dec 2020
Jane Street 74k $3.0M 584% Dec 2020
Annapolis Financial Services 74k $3.0M 100% Dec 2020
NovaPoint Capital 72k $2.9M 2% Dec 2020
Financial Advocates Investment Management 72k $2.9M 6% Dec 2020
Golden State Wealth Management 70k $2.8M 100% Dec 2020
FormulaFolio Investments 68k $2.7M -10% Dec 2020
Berger Financial Group 66k $2.7M 100% Dec 2020
Towercrest Capital Management 66k $2.7M 1% Dec 2020
SPC Financial 64k $2.6M 9% Dec 2020
Financial Gravity Wealth 63k $2.1M 100% Dec 2020
Vista Investment Management 62k $2.5M -3% Dec 2020
Oarsman Capital 61k $2.5M 0% Dec 2020
Voya Financial Advisors 60k $2.4M 50% Dec 2020
Richard P Slaughter Associates 59k $2.4M 100% Dec 2020
Cambridge Investment Research Advisors 59k $2.4M 24% Dec 2020
Legacy Financial Group 57k $2.3M 100% Dec 2020
Alliance Wealth Management 53k $2.1M 1% Dec 2020
Great Valley Advisor Group 50k $2.0M 33% Dec 2020
Walkner Condon Financial Advisors 49k $2.0M 0% Dec 2020
Goodman Financial 48k $1.9M 8% Dec 2020
Centaurus Financial 48k $1.9M 10% Dec 2020
Kohmann Bosshard Financial Services 47k $1.9M -13% Dec 2020
Mjp Associates 46k $1.9M 100% Dec 2020
CX Institutional 44k $1.8M -20% Dec 2020
Edmonds Duncan Registered Investment Advisors 42k $1.8M -85% Dec 2020
Aspire Private Capital 41k $1.7M -13% Dec 2020
Commonwealth Equity Services 41k $1.6M 16% Dec 2020
Financial Enhancement 41k $1.6M 9% Dec 2020
PAX Financial Group 40k $1.6M -13% Dec 2020
Sowell Financial Services 40k $1.6M 100% Dec 2020
Sawtooth Asset Management 39k $1.6M 114% Dec 2020
Arete Wealth Advisors 39k $1.6M 9% Dec 2020
Equitable Holdings 38k $1.5M 8% Dec 2020
United Asset Strategies 37k $1.5M 197% Dec 2020
First Heartland Consultants 37k $1.5M 94% Dec 2020
Running Point Capital Advisors 37k $1.5M 100% Dec 2020
Susquehanna International 37k $1.5M -24% Dec 2020
CFS Investment Advisory Services 36k $1.4M 100% Dec 2020
Stratos Wealth Partners 35k $1.4M -35% Dec 2020
AE Wealth Management 35k $1.4M 78% Dec 2020
McKinley Carter Wealth Services 34k $1.4M 41% Dec 2020
Financial Consulate 33k $1.3M -1% Dec 2020
CWM 33k $1.3M 143% Dec 2020
Wealth Advisory Solutions 32k $1.3M 0% Dec 2020
Baltimore-Washington Financial Advisors 32k $1.3M -1% Dec 2020
Integrated Wealth Concepts 31k $1.3M 100% Dec 2020
Jordan Park Group 31k $1.3M 100% Dec 2020
Doyle Wealth Management 31k $1.3M 0% Dec 2020
Park Avenue Securities 30k $1.2M 6% Dec 2020
GeoWealth Management 30k $1.2M 9% Dec 2020
Forte Capital 28k $1.1M 2% Dec 2020
Reby Advisors 28k $1.1M 100% Dec 2020
Financial Counselors 28k $1.1M 100% Dec 2020
Financial Engines Advisors L.L.C 27k $1.1M 5% Dec 2020
Truefg 27k $1.1M -2% Dec 2020
Change Path 27k $1.1M -39% Dec 2020
G&S Capital 26k $1.0M 20% Dec 2020
Reston Wealth Management 24k $981k 1% Dec 2020
Capital Investment Advisory Services 24k $979k 9% Dec 2020
Baker Tilly Financial 24k $973k 100% Dec 2020
Orin Green Financial 23k $926k 100% Dec 2020
Berman Capital Advisors 23k $915k 0% Dec 2020
Harel Insurance Investments & Financial Services 23k $2.9M 100% Dec 2020
Western Wealth Management 22k $886k 47% Dec 2020
Renaissance Technologies 22k $877k -51% Dec 2020
Goss Wealth Management 21k $855k -3% Dec 2020
Feltz Wealth PLAN 21k $903k -3% Dec 2020
Kingsview Wealth Management 21k $831k 6% Dec 2020
IFP Advisors 20k $813k -3% Dec 2020
WealthTrust DunckerStreett 20k $788k 0% Dec 2020
Flagship Harbor Advisors 20k $786k -3% Dec 2020
Sterling Investment Advisors 19k $776k -3% Dec 2020
Roundview Capital 19k $767k 36% Dec 2020
Larson Financial Group 19k $757k 0% Mar 2021
Glovista Investments 18k $739k 100% Dec 2020
Financial Management Network 18k $760k 100% Dec 2020
Flagship Private Wealth 18k $727k 100% Dec 2020
Williams Jones Wealth Management 16k $656k 0% Dec 2020
PSI Advisors 16k $650k 124% Dec 2020
Honkamp Krueger Financial Services 16k $647k 0% Dec 2020
Kestra Advisory Services 16k $643k 15853% Dec 2020
Level Four Advisory Services 15k $607k 10% Dec 2020
Sage Financial Management Group 15k $25k 100% Dec 2020
Thrivent Financial for Lutherans 15k $597k -3% Dec 2020
ERn Financial 14k $552k -35% Dec 2020
Nottingham Advisors 14k $551k -25% Dec 2020
WFA of San Diego 12k $40.351500 -32% Dec 2020
Smith, Moore & Co. 11k $449k -25% Dec 2020
Advisory Services Network 8.1k $326k -60% Dec 2020
Condor Capital Management 5.5k $223k -70% Dec 2020
Tower Research Capital 3.0k $120k -98% Dec 2020

Who sold out of SPDR DJ Wilshire Mid Cap?

Fund or Company Name Date Sold Shares Held Valued At
Horizon Investments Sep 2020 584k $19M
Citadel Advisors Sep 2020 70k $2.3M
Ballast Sep 2020 51k $1.7M