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 42M $2.1B 10% Dec 2021
ValMark Advisers 6.8M $319M 1% Mar 2022
Tiedemann Wealth Management 6.5M $307M -3% Mar 2022
Advisor Group Holdings 1.7M $81M 4% Mar 2022
Pfs Investments 1.1M $57M 100% Dec 2021
Wells Fargo & Company 1.1M $56M 79% Dec 2021
CFS Investment Advisory Services 1.0M $41k 3577% Mar 2022
RFG Advisory 968k $46M 16% Mar 2022
Morgan Stanley 943k $45M 100% Mar 2022
Retirement Planning Group 942k $47M 4% Dec 2021
Envestnet Asset Management 883k $42M -37% Mar 2022

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Waller Financial Planning Group 787k $39M 2% Dec 2021
Private Advisor 786k $39M 0% Mar 2022
Frontier Wealth Management 698k $32M 20% Mar 2022
Cornerstone Wealth Management 693k $33M 8692% Mar 2022
AlphaStar Capital Management 570k $27M -8% Mar 2022
Good Life Advisors 563k $27M -6% Mar 2022
Peterson Wealth Advisors 510k $24M 3% Mar 2022
Koss-Olinger Consulting 507k $24M 2% Mar 2022
Measured Wealth Private Client Group 485k $23M 0% Mar 2022
Wealthcare Advisory Partners 405k $19M 21% Mar 2022
ODonnell Financial Services 388k $18M 4% Dec 2021
HighTower Advisors 367k $18M 113% Dec 2021
Astor Investment Management 366k $18M 100% Dec 2021
Frank. Day 332k $16M 100% Mar 2022
AE Wealth Management 331k $17M 138% Dec 2021
Financial Strategies Group 320k $15M 13% Mar 2022
Great Valley Advisor Group 319k $15M 12% Mar 2022
Mml Investors Services 283k $13M 0% Mar 2022
Retirement Income Solutions 267k $13M 4% Mar 2022
Windsor Capital Management 253k $13M 2% Dec 2021
Moneta Group Investment Advisors 245k $12M 9% Mar 2022
Commonwealth Equity Services 244k $12M 26% Mar 2022
Lenox Wealth Advisors 231k $11M -4% Mar 2022
Resources Investment Advisors 219k $10M -1% Mar 2022
Western Wealth Management 217k $10M 100% Mar 2022
Arq Wealth Advisors 216k $11M -12% Dec 2021
Beacon Pointe Advisors 211k $9.9M 10% Mar 2022
Jpmorgan Chase & Co 208k $9.8M 100% Mar 2022
Veritable 197k $9.3M 33% Mar 2022
Cahaba Wealth Management 196k $8.6M 4% Mar 2022
Advance Capital Management 192k $9.1M -5% Mar 2022
Detalus Advisors 192k $9.1M 8% Mar 2022
Townsquare Capital 187k $8.8M 0% Mar 2022
New Perspectives 182k $8.6M 10% Mar 2022
Strategic Financial 182k $8.6M -1% Mar 2022
Advisory Alpha 176k $8.3M 8% Mar 2022
KWB Wealth 173k $8.6M -1% Mar 2022
TPG Financial Advisors 168k $7.9M 3% Mar 2022
Wrapmanager 166k $7.8M -4% Mar 2022
Vivaldi Capital Management 157k $7.8M -1% Dec 2021
Equitable Holdings 156k $7.3M 20% Mar 2022
Hanson McClain Advisors 156k $7.3M 100% Mar 2022
Wagner Bowman Management 153k $6.9M 6% Mar 2022
Montz Harcus Wealth Management 152k $7.5M 100% Dec 2021
Northwestern Mutual Wealth Management Company 151k $7.1M 13% Mar 2022
Carroll Financial Associates 149k $7.4M 20% Dec 2021
Flynn Zito Capital Management 148k $7.0M 5% Mar 2022
Capital Investment Advisory Services 148k $7.0M 17% Mar 2022
Private Wealth Group 147k $6.9M -10% Mar 2022
D. J. St. Germain 144k $7.2M 68% Dec 2021
Strategic Wealth Advisors 137k $6.5M 4% Mar 2022
Capital Analysts 133k $6.6M 0% Dec 2021
Richard P Slaughter Associates 125k $5.9M 3% Mar 2022
Raymond James Financial Services Advisors 125k $5.9M 1% Mar 2022
Golden State Wealth Management 122k $5.8M 44% Mar 2022
Goldman Sachs Group 119k $5.6M 5% Mar 2022
Financial Advocates Investment Management 115k $5.4M 13% Mar 2022
PSI Advisors 115k $5.4M 9% Mar 2022
GSB Wealth Management 114k $5.4M 24% Mar 2022
Garrett Investment Advisors 112k $5.3M 9% Mar 2022
IAG Wealth Partners 111k $5.5M -2% Dec 2021
IHT Wealth Management 108k $5.1M 22% Mar 2022
Colton Groome Financial Advisors 101k $5.0M 100% Dec 2021
Colony Group 99k $4.9M 0% Dec 2021
SPC Financial 96k $4.5M -14% Mar 2022
CX Institutional 95k $4.5M -26% Mar 2022
NovaPoint Capital 94k $4.5M -1% Mar 2022
Moisand Fitzgerald Tamayo 92k $4.3M -31% Mar 2022
Pure Financial Advisors 92k $4.3M 2% Mar 2022
JNBA Financial Advisors 92k $4.3M -9% Mar 2022
Parsec Financial Management 91k $4.3M -6% Mar 2022
Warren Street Wealth Advisors 89k $4.2M 2% Mar 2022
Cambridge Investment Research Advisors 87k $4.3M 10% Dec 2021
Nicolet Advisory Services 87k $4.0M -6% Mar 2022
GeoWealth Management 86k $4.1M 242% Mar 2022
Walkner Condon Financial Advisors 86k $4.1M 1468% Mar 2022
Northern Trust 82k $3.9M 0% Mar 2022
Pecaut & Co. 78k $3.7M 9% Mar 2022
Park Avenue Securities 78k $3.7M 12% Mar 2022
Geneos Wealth Management 76k $3.6M 24% Mar 2022
Wealth Management Group 75k $3.5M 0% Mar 2022
Castleview Partners 74k $1.5M 100% Dec 2021
Kohmann Bosshard Financial Services 74k $3.5M -5% Mar 2022
Congress Wealth Management LLC / DE / 73k $3.7M 100% Dec 2021
ARGI Investment Services 73k $3.5M 4% Mar 2022
Centennial Wealth Advisory 68k $3.4M 100% Dec 2021
Aspire Private Capital 67k $3.2M 0% Mar 2022
Centaurus Financial 67k $3.2M 6% Mar 2022
IFP Advisors 65k $3.3M 20% Dec 2021
Annapolis Financial Services 62k $2.9M 0% Mar 2022
Vista Investment Management 62k $2.9M 2% Mar 2022
Sawtooth Asset Management 59k $2.8M 100% Mar 2022
Larson Financial Group 56k $2.6M 97% Mar 2022
IFG Advisory 54k $2.6M 39% Mar 2022
Mjp Associates 53k $2.6M 1% Dec 2021
Towercrest Capital Management 51k $2.4M -5% Mar 2022
Goodman Financial 50k $2.4M -1% Mar 2022
Advisor Resource Council 50k $2.4M -83% Mar 2022
Modera Wealth Management 49k $2.3M -8% Mar 2022
Edmonds Duncan Registered Investment Advisors 49k $2.3M 5% Mar 2022
Arete Wealth Advisors 47k $2.2M -2% Mar 2022
Financial Gravity Wealth 45k $2.0k -13% Mar 2022
Integrated Wealth Concepts 45k $2.1M -6% Mar 2022
Renaissance Technologies 43k $2.0M 49% Mar 2022
Alliance Wealth Management 43k $2.0M -5% Mar 2022
Stratos Wealth Advisors 42k $2.0M 292% Mar 2022
PAX Financial Group 41k $1.9M 4% Mar 2022
Atria Investments 40k $1.9M 7% Mar 2022
Ascent Group 38k $1.8M 2% Mar 2022
Baker Tilly Financial 37k $1.8M 6% Mar 2022
Clear Perspective Advisors 37k $1.8M 6% Dec 2021
USAdvisors Wealth Management 35k $1.6M 12% Mar 2022
Range Financial Group 35k $1.6M 100% Mar 2022
Astoria Portfolio Advisors 35k $1.6M 30% Mar 2022
Change Path 34k $1.6M 9% Mar 2022
Doyle Wealth Management 34k $1.6M 0% Mar 2022
TRH Financial 34k $1.6M -65% Mar 2022
Aldebaran Financial 34k $1.7M 405% Dec 2021
Black Diamond Financial 34k $1.6M 100% Mar 2022
Goss Wealth Management 34k $1.6M 3% Mar 2022
Gladstone Institutional Advisory 33k $1.5M 100% Mar 2022
Financial Counselors 32k $1.5M 0% Mar 2022
Baltimore-Washington Financial Advisors 32k $1.5M 2% Mar 2022
Truefg 31k $1.5M 1% Mar 2022
Ieq Capital 31k $1.5M 72% Mar 2022
Kestra Advisory Services 30k $1.4M -53% Mar 2022
Outlook Wealth Advisors 30k $1.4M -2% Mar 2022
Flagship Harbor Advisors 30k $1.4M 562% Mar 2022
Financial Enhancement 29k $1.4M 5% Mar 2022
McKinley Carter Wealth Services 29k $1.4M -1% Mar 2022
Bank of New York Mellon 28k $1.3M -18% Mar 2022
G&S Capital 28k $1.3M 3% Mar 2022
Revolve Wealth Partners 28k $1.4M 100% Dec 2021
Financial Consulate 28k $1.3M -6% Mar 2022
Jacobi Capital Management 28k $1.3M 22% Mar 2022
Cape Cod Five Cents Savings Bank 27k $1.3M 100% Mar 2022
Alta Wealth Advisors 26k $1.2M 100% Mar 2022
GPS Wealth Strategies Group 26k $1.2M 5799% Mar 2022
Financial Engines Advisors L.L.C 26k $1.2M 1% Mar 2022
Roundview Capital 25k $1.2M -3% Mar 2022
Brookstone Capital Management 23k $1.0M -53% Mar 2022
Jordan Park Group 20k $927k -37% Mar 2022
CWM 19k $881k -31% Mar 2022
Penobscot Wealth Management 13k $625k -60% Mar 2022
Oarsman Capital 6.4k $304k -83% Mar 2022
Running Point Capital Advisors 2.4k $121k -93% Dec 2021

Who sold out of SPDR DJ Wilshire Mid Cap?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 312k $16M
Founders Financial Securities Sep 2021 295k $14M
Sontag Advisory Sep 2021 239k $11M
Hanlon Investment Management Dec 2021 165k $8.2M
Bank Hapoalim Bm Dec 2021 163k $8.1M
Stratos Wealth Partners Dec 2021 42k $2.1M
SG Americas Securities Dec 2021 26k $1.3M