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 | 62M | $3.0B | 4% | Dec 2023 |
|
| AlTi Global | 5.9M | $285M | 100% | Dec 2023 |
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| ValMark Advisers | 5.6M | $274M | 1% | Dec 2023 |
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| CWM | 4.8M | $256M | 11% | Mar 2024 |
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| Financial Gravity Wealth | 2.9M | $222M | 0% | Dec 2023 |
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| HighTower Advisors | 2.6M | $124M | 12% | Dec 2023 |
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| Bridgeworth | 1.7M | $82M | 0% | Dec 2023 |
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| RFG Advisory | 1.6M | $83M | 7% | Mar 2024 |
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| Syntegra Private Wealth Group | 1.4M | $66M | 0% | Dec 2023 |
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| Private Advisor | 1.2M | $57M | -10% | Dec 2023 |
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| Atlas Private Wealth Advisors | 1.1M | $55M | -10% | Dec 2023 |
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| Advisor Group Holdings | 949k | $46M | -16% | Dec 2023 |
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| Cornerstone Wealth Management | 867k | $46M | 1% | Mar 2024 |
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| Wells Fargo & Company | 841k | $41M | 10% | Dec 2023 |
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| Great Valley Advisor Group | 780k | $38M | 66% | Dec 2023 |
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| Wealthcare Advisory Partners | 718k | $38M | 34% | Mar 2024 |
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| Waller Financial Planning Group | 694k | $34M | 1% | Dec 2023 |
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| Peterson Wealth Advisors | 614k | $33M | 2% | Mar 2024 |
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| Royal Bank of Canada | 587k | $29M | 22% | Dec 2023 |
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| AlphaStar Capital Management | 576k | $28M | 2% | Dec 2023 |
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| Assetmark | 557k | $27M | -3% | Dec 2023 |
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| OneAscent Financial Services | 545k | $29M | -18% | Mar 2024 |
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| Good Life Advisors | 528k | $26M | 2% | Dec 2023 |
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| William Blair $ Company | 522k | $25M | 24% | Dec 2023 |
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| JNBA Financial Advisors | 487k | $26M | 453% | Mar 2024 |
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| UBS Group | 486k | $24M | 27% | Dec 2023 |
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| Global Retirement Partners | 483k | $26M | 10% | Mar 2024 |
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| First National Trust Company | 474k | $25M | 100% | Mar 2024 |
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| AE Wealth Management | 466k | $23M | 940% | Dec 2023 |
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| Texas Permanent School Fund | 457k | $22M | 6% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 431k | $23M | 5% | Mar 2024 |
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| Monticello Wealth Management | 415k | $22M | 69% | Mar 2024 |
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| Garrett Investment Advisors | 384k | $21M | 5% | Mar 2024 |
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| Financial Strategies Group | 366k | $19M | -8% | Mar 2024 |
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| Reston Wealth Management | 353k | $17M | 3% | Dec 2023 |
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| Fifth Third Bancorp | 348k | $19M | 7% | Mar 2024 |
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| TLWM | 347k | $19M | 0% | Mar 2024 |
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| Retirement Planning Group | 345k | $18M | 10% | Mar 2024 |
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| Measured Wealth Private Client Group | 341k | $18M | -26% | Mar 2024 |
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| CI Private Wealth | 338k | $17M | 104% | Dec 2023 |
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| Hills Bank And Trust Company | 307k | $15M | 100% | Dec 2023 |
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| Cahaba Wealth Management | 307k | $16M | 1% | Mar 2024 |
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| Sollinda Capital Management | 305k | $16M | 100% | Mar 2024 |
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| Bank of America Corporation | 290k | $14M | 1% | Dec 2023 |
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| Geneos Wealth Management | 276k | $14M | 5% | Dec 2023 |
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| Wealthquest | 276k | $13M | 10% | Dec 2023 |
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| Commonwealth Equity Services | 265k | $13M | -4% | Dec 2023 |
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| D. J. St. Germain | 259k | $13M | 13% | Dec 2023 |
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| Retirement Income Solutions | 246k | $12M | 3% | Dec 2023 |
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| New Perspectives | 241k | $13M | 100% | Mar 2024 |
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| Townsquare Capital | 222k | $11M | 26% | Dec 2023 |
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| Strategic Financial | 218k | $11M | 3% | Dec 2023 |
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| Western Wealth Management | 215k | $11M | 10% | Dec 2023 |
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| Cary Street Partners Asset Management | 214k | $10M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 209k | $11M | -47% | Mar 2024 |
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| Sontag Advisory | 207k | $10M | -5% | Dec 2023 |
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| Advance Capital Management | 203k | $11M | -17% | Mar 2024 |
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| Moneta Group Investment Advisors | 203k | $9.9M | -3% | Dec 2023 |
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| Trilogy Capital | 202k | $11M | 1% | Mar 2024 |
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| Advisory Alpha | 200k | $9.8M | 11% | Dec 2023 |
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| First International Bank & Trust | 200k | $11M | -57% | Mar 2024 |
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| Windsor Capital Management | 198k | $11M | -3% | Mar 2024 |
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| Hanson McClain Advisors | 193k | $10M | 6% | Mar 2024 |
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| Beacon Pointe Advisors | 192k | $9.4M | 1% | Dec 2023 |
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| Wagner Bowman Management | 188k | $10M | 3% | Mar 2024 |
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| Mariner Wealth Advisors | 187k | $9.1M | -25% | Dec 2023 |
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| Envestnet Portfolio Solutions | 185k | $9.0M | 100% | Dec 2023 |
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| Alta Wealth Advisors | 181k | $8.8M | 128% | Dec 2023 |
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| Montz Harcus Wealth Management | 180k | $8.8M | 0% | Dec 2023 |
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| KWB Wealth | 176k | $9.4M | -20% | Mar 2024 |
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| Stratos Wealth Partners | 173k | $9.2M | 31% | Mar 2024 |
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| Citizens & Northern Corporation | 172k | $8.4M | -3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 170k | $9.1M | 26% | Mar 2024 |
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| Pathstone Holdings | 170k | $8.3M | 100% | Dec 2023 |
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| Pachira Investments | 170k | $9.1M | -7% | Mar 2024 |
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| Goldman Sachs Group | 169k | $8.2M | 87% | Dec 2023 |
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| Frank. Day | 167k | $8.1M | -2% | Dec 2023 |
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| Capital Investment Advisory Services | 163k | $8.7M | -32% | Mar 2024 |
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| PSI Advisors | 163k | $8.7M | -9% | Mar 2024 |
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| Anfield Capital Management | 160k | $7.8M | -2% | Dec 2023 |
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| North Star Asset Management | 159k | $7.7M | 1208% | Dec 2023 |
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| Park Avenue Securities | 158k | $8.4M | 5% | Mar 2024 |
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| Private Wealth Group | 157k | $8.4M | 4% | Mar 2024 |
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| Symphony Financial | 156k | $8.3M | -1% | Mar 2024 |
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| IAG Wealth Partners | 155k | $8.3M | 7% | Mar 2024 |
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| Wrapmanager | 154k | $7.5M | -2% | Dec 2023 |
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| Impact Partnership Wealth | 149k | $7.2M | 100% | Dec 2023 |
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| FF Advisors | 139k | $7.4M | 14% | Mar 2024 |
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| Collaborative Wealth Managment | 136k | $6.6M | 7% | Dec 2023 |
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| TPG Financial Advisors | 135k | $6.5M | 1% | Dec 2023 |
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| Pecaut & Co. | 130k | $6.3M | 9% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 128k | $6.2M | 777% | Dec 2023 |
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| Stewardship Advisors | 123k | $6.5M | 100% | Mar 2024 |
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| Capital Analysts | 114k | $5.6M | 2% | Dec 2023 |
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| Leicht Financial Planning & Wealth Management | 112k | $5.5M | 2% | Dec 2023 |
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| Foundations Investment Advisors | 112k | $5.4M | -67% | Dec 2023 |
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| Vivaldi Capital Management | 111k | $5.4M | 5% | Dec 2023 |
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| Warren Street Wealth Advisors | 111k | $5.4M | 4% | Dec 2023 |
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| SPC Financial | 108k | $5.3M | 7% | Dec 2023 |
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| Walkner Condon Financial Advisors | 108k | $5.8M | 5% | Mar 2024 |
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| Raymond James & Associates | 105k | $5.6M | 15% | Mar 2024 |
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| IFG Advisory | 104k | $5.1M | 2% | Dec 2023 |
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| Merit Financial Group | 100k | $4.9M | -17% | Dec 2023 |
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| Carnegie Capital Asset Management | 97k | $4.7M | 44% | Dec 2023 |
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| Levy Wealth Management Group | 96k | $4.7M | 0% | Mar 2024 |
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| Millington Financial Advisors | 95k | $4.6M | 3% | Dec 2023 |
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| Bensler | 93k | $4.5M | 16% | Dec 2023 |
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| Arq Wealth Advisors | 92k | $4.5M | 4% | Dec 2023 |
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| Astor Investment Management | 90k | $4.4M | 100% | Dec 2023 |
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| Resonant Capital Advisors | 86k | $4.2M | -1% | Dec 2023 |
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| Octavia Wealth Advisors | 86k | $4.6M | 621% | Mar 2024 |
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| Exchange Capital Management | 85k | $4.5M | 805% | Mar 2024 |
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| Colony | 84k | $4.1M | 100% | Dec 2023 |
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| HPM Partners | 83k | $4.1M | -1% | Dec 2023 |
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| Modera Wealth Management | 79k | $3.9M | -3% | Dec 2023 |
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| Ausdal Financial Partners | 73k | $3.9M | 1% | Mar 2024 |
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| Pure Financial Advisors | 72k | $3.8M | -2% | Mar 2024 |
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| Flagship Harbor Advisors | 71k | $3.8M | -37% | Mar 2024 |
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| Vista Investment Management | 67k | $3.3M | 4% | Dec 2023 |
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| Mjp Associates | 64k | $3.4M | 140% | Mar 2024 |
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| Atria Investments | 64k | $3.1M | 49% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 63k | $3.4M | -26% | Mar 2024 |
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| Annapolis Financial Services | 63k | $3.3M | -1% | Mar 2024 |
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| Edmonds Duncan Registered Investment Advisors | 62k | $3.3M | 2% | Mar 2024 |
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| Wealth Management Group | 61k | $3.3M | 0% | Mar 2024 |
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| Wealth Management Resources | 61k | $3.3M | 14% | Mar 2024 |
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| Chicago Partners Investment | 61k | $3.1M | 13% | Mar 2024 |
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| Provence Wealth Management Group | 61k | $3.0M | 0% | Dec 2023 |
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| Register Financial Advisors | 60k | $3.2M | 3% | Mar 2024 |
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| Hibernia Wealth Partners | 59k | $2.9M | 44% | Dec 2023 |
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| Vertex Planning Partners | 59k | $2.9M | 29% | Dec 2023 |
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| Truefg | 58k | $3.1M | 10% | Mar 2024 |
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| Orion Portfolio Solutions | 58k | $2.8M | 90% | Dec 2023 |
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| Strategic Financial Concepts | 58k | $3.1M | -14% | Mar 2024 |
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| Destiny Capital Corp | 57k | $2.8M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 57k | $2.8M | -27% | Dec 2023 |
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| ORBA Wealth Advisors | 57k | $2.8M | 100% | Dec 2023 |
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| Stifel Financial | 57k | $2.8M | 4% | Dec 2023 |
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| Brio Consultants | 56k | $2.7M | -1% | Dec 2023 |
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| Evermay Wealth Management | 56k | $2.7M | 2687% | Dec 2023 |
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| Scarborough Advisors | 56k | $2.7M | 0% | Dec 2023 |
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| Range Financial Group | 56k | $3.0M | 2% | Mar 2024 |
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| Cavalier Investments | 55k | $2.9M | -3% | Mar 2024 |
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| Oarsman Capital | 55k | $2.7M | 56% | Dec 2023 |
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| NovaPoint Capital | 55k | $2.9M | -19% | Mar 2024 |
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| Aspire Private Capital | 54k | $2.9M | -20% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 54k | $2.9M | -2% | Mar 2024 |
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| Jpmorgan Chase & Co | 54k | $2.6M | -50% | Dec 2023 |
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| United Asset Strategies | 52k | $2.8M | 24% | Mar 2024 |
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| Watershed Private Wealth | 52k | $2.5M | -16% | Dec 2023 |
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| G&S Capital | 52k | $2.7M | 24% | Mar 2024 |
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| Farther Finance Advisors | 52k | $2.5M | 104% | Dec 2023 |
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| Goodman Financial | 51k | $2.5M | -2% | Dec 2023 |
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| Citadel Advisors | 48k | $2.3M | -66% | Dec 2023 |
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| GPS Wealth Strategies Group | 44k | $2.1M | -28% | Dec 2023 |
|
| Advisor Resource Council | 11k | $537k | -95% | Mar 2024 |
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Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 688k | $30M |
| Pinkerton Retirement Specialists | Sep 2023 | 545k | $24M |
| Ubs Global Asset Management Americas | Sep 2023 | 110k | $4.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Sep 2023 | 84k | $3.7M |
| Summit X | Sep 2023 | 66k | $2.9M |