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
Download as csv
Download as Excel
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 | 66M | $3.5B | 6% | Mar 2024 |
|
| Betterment | 15M | $775M | 100% | Mar 2024 |
|
| LPL Financial | 11M | $602M | 100% | Mar 2024 |
|
| AlTi Global | 5.8M | $310M | -1% | Mar 2024 |
|
| ValMark Advisers | 5.7M | $303M | 1% | Mar 2024 |
|
| CWM | 5.1M | $262M | 6% | Jun 2024 |
|
| Morgan Stanley | 3.1M | $165M | 100% | Mar 2024 |
|
| HighTower Advisors | 2.6M | $136M | 0% | Mar 2024 |
|
| RFG Advisory | 1.5M | $78M | -2% | Jun 2024 |
|
| Bank of America Corporation | 1.5M | $78M | 406% | Mar 2024 |
|
| Atlas Private Wealth Advisors | 1.3M | $66M | 102% | Jun 2024 |
|
| Private Advisor | 1.1M | $61M | -1% | Mar 2024 |
|
| Great Valley Advisor Group | 1.1M | $55M | 18% | Jun 2024 |
|
| Auto-Owners Insurance | 1.0M | $56M | 100% | Mar 2024 |
|
| Advisor Group Holdings | 1.0M | $55M | 9% | Mar 2024 |
|
| Cornerstone Wealth Management | 904k | $46M | 4% | Jun 2024 |
|
| JNBA Financial Advisors | 877k | $45M | 80% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 840k | $45M | 100% | Mar 2024 |
|
| Wealthcare Advisory Partners | 718k | $38M | 34% | Mar 2024 |
|
| Waller Financial Planning Group | 683k | $35M | 0% | Jun 2024 |
|
| Envestnet Asset Management | 671k | $36M | 100% | Mar 2024 |
|
| Wells Fargo & Company | 630k | $34M | -25% | Mar 2024 |
|
| Peterson Wealth Advisors | 624k | $32M | 2% | Jun 2024 |
|
| Good Life Advisors | 596k | $31M | 10% | Jun 2024 |
|
| AlphaStar Capital Management | 572k | $31M | -1% | Mar 2024 |
|
| Royal Bank of Canada | 567k | $30M | -3% | Mar 2024 |
|
| William Blair $ Company | 557k | $30M | 7% | Mar 2024 |
|
| Global Retirement Partners | 551k | $28M | 14% | Jun 2024 |
|
| Hills Bank And Trust Company | 536k | $28M | 6% | Jun 2024 |
|
| Assetmark | 480k | $26M | -14% | Mar 2024 |
|
| HHM Wealth Advisors | 480k | $26M | 100% | Mar 2024 |
|
| Ameriprise Financial | 476k | $26M | 100% | Mar 2024 |
|
| First National Trust Company | 474k | $25M | 100% | Mar 2024 |
|
| OneAscent Financial Services | 459k | $24M | -16% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 425k | $22M | -1% | Jun 2024 |
|
| Monticello Wealth Management | 415k | $22M | 69% | Mar 2024 |
|
| UBS Group | 388k | $21M | -20% | Mar 2024 |
|
| Financial Strategies Group | 365k | $19M | 0% | Jun 2024 |
|
| CI Private Wealth | 354k | $19M | 5% | Mar 2024 |
|
| Reston Wealth Management | 353k | $19M | 0% | Mar 2024 |
|
| Pinkerton Retirement Specialists | 348k | $19M | 100% | Mar 2024 |
|
| TLWM | 348k | $18M | 0% | Jun 2024 |
|
| Measured Wealth Private Client Group | 341k | $18M | -26% | Mar 2024 |
|
| Equitable Holdings | 341k | $18M | -2% | Mar 2024 |
|
| Mml Investors Services | 324k | $17M | 0% | Mar 2024 |
|
| Fifth Third Bancorp | 315k | $16M | -9% | Jun 2024 |
|
| Cahaba Wealth Management | 307k | $16M | 1% | Mar 2024 |
|
| Sollinda Capital Management | 305k | $16M | 100% | Mar 2024 |
|
| D. J. St. Germain | 299k | $15M | 10% | Jun 2024 |
|
| North Star Asset Management | 296k | $16M | 86% | Mar 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 284k | $15M | 100% | Mar 2024 |
|
| Wealthquest | 281k | $15M | 2% | Mar 2024 |
|
| Hm Payson & Co | 277k | $15M | 93% | Mar 2024 |
|
| Warren Averett Asset Management | 276k | $15M | 500% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 275k | $14M | 22% | Jun 2024 |
|
| IHT Wealth Management | 264k | $14M | -11% | Mar 2024 |
|
| Citizens & Northern Corporation | 256k | $14M | 48% | Mar 2024 |
|
| Townsquare Capital | 255k | $14M | 15% | Mar 2024 |
|
| Retirement Income Solutions | 251k | $13M | 2% | Mar 2024 |
|
| Texas Permanent School Fund | 251k | $13M | -45% | Mar 2024 |
|
| New Perspectives | 249k | $13M | 3% | Jun 2024 |
|
| Financial Gravity Wealth | 244k | $12M | 0% | Mar 2024 |
|
| Trilogy Capital | 213k | $11M | 5% | Jun 2024 |
|
| Geneos Wealth Management | 213k | $11M | 8% | Jun 2024 |
|
| Cetera Investment Advisers | 210k | $11M | 100% | Mar 2024 |
|
| Louisiana State Employees Retirement System | 209k | $11M | 100% | Jun 2024 |
|
| Advance Capital Management | 209k | $11M | 3% | Jun 2024 |
|
| Hanson McClain Advisors | 207k | $11M | 7% | Jun 2024 |
|
| Mariner Wealth Advisors | 207k | $11M | 11% | Mar 2024 |
|
| First International Bank & Trust | 199k | $10M | 0% | Jun 2024 |
|
| Orion Portfolio Solutions | 199k | $11M | 243% | Mar 2024 |
|
| Western Wealth Management | 198k | $10M | 0% | Jun 2024 |
|
| Windsor Capital Management | 198k | $11M | -3% | Mar 2024 |
|
| Sontag Advisory | 197k | $11M | -5% | Mar 2024 |
|
| Stratos Wealth Partners | 195k | $10M | 13% | Jun 2024 |
|
| Beacon Pointe Advisors | 194k | $10M | 1% | Mar 2024 |
|
| Wagner Bowman Management | 192k | $9.9M | 2% | Jun 2024 |
|
| Montz Harcus Wealth Management | 189k | $9.7M | 4% | Jun 2024 |
|
| Alta Wealth Advisors | 187k | $9.6M | -1% | Jun 2024 |
|
| Impact Partnership Wealth | 186k | $9.9M | 25% | Mar 2024 |
|
| Syntegra Private Wealth Group | 181k | $9.6M | -87% | Mar 2024 |
|
| Abich Financial Wealth Management | 180k | $9.6M | 100% | Mar 2024 |
|
| PSI Advisors | 178k | $9.1M | 9% | Jun 2024 |
|
| Garrett Investment Advisors | 176k | $9.0M | -54% | Jun 2024 |
|
| Citadel Advisors | 175k | $9.3M | 268% | Mar 2024 |
|
| Symphony Financial | 172k | $8.8M | 11% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 170k | $9.1M | 26% | Mar 2024 |
|
| Park Avenue Securities | 169k | $8.7M | 7% | Jun 2024 |
|
| KWB Wealth | 169k | $9.0M | -4% | Jun 2024 |
|
| Pachira Investments | 169k | $8.6M | -1% | Jun 2024 |
|
| Pathstone Holdings | 165k | $8.8M | -3% | Mar 2024 |
|
| IAG Wealth Partners | 164k | $8.4M | 6% | Jun 2024 |
|
| Capital Investment Advisory Services | 163k | $8.7M | -32% | Mar 2024 |
|
| Frank. Day | 163k | $8.7M | -3% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 162k | $8.6M | 26% | Mar 2024 |
|
| Executive Wealth Management | 160k | $8.5M | 228% | Mar 2024 |
|
| Private Wealth Group | 157k | $8.0M | 0% | Jun 2024 |
|
| Collaborative Wealth Managment | 147k | $7.8M | 8% | Mar 2024 |
|
| Goss Wealth Management | 146k | $7.8M | 100% | Mar 2024 |
|
| Stewardship Advisors | 140k | $7.2M | 14% | Jun 2024 |
|
| FF Advisors | 139k | $7.4M | 14% | Mar 2024 |
|
| Integrated Wealth Concepts | 139k | $7.4M | 100% | Mar 2024 |
|
| Wrapmanager | 138k | $7.4M | -10% | Mar 2024 |
|
| Capital Analysts | 137k | $7.3M | 20% | Mar 2024 |
|
| Pecaut & Co. | 132k | $7.1M | 2% | Mar 2024 |
|
| Resources Investment Advisors | 132k | $7.0M | 100% | Mar 2024 |
|
| Berkeley Capital Partners | 128k | $6.8M | 100% | Mar 2024 |
|
| Cary Street Partners Asset Management | 126k | $6.4M | 5% | Jun 2024 |
|
| Perennial Investment Advisors | 124k | $6.6M | 100% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 122k | $6.2M | -42% | Jun 2024 |
|
| Northern Trust | 122k | $6.5M | 100% | Mar 2024 |
|
| Exchange Capital Management | 122k | $6.2M | 43% | Jun 2024 |
|
| Marathon Strategic Advisors | 120k | $6.1M | 4% | Jun 2024 |
|
| Foundations Investment Advisors | 117k | $6.2M | 5% | Mar 2024 |
|
| Jane Street | 115k | $6.2M | 427% | Mar 2024 |
|
| Warren Street Wealth Advisors | 115k | $6.1M | 3% | Mar 2024 |
|
| Financial Advocates Investment Management | 115k | $9.7M | 409% | Mar 2024 |
|
| SPC Financial | 113k | $6.0M | 4% | Mar 2024 |
|
| Vivaldi Capital Management | 110k | $5.8M | -1% | Mar 2024 |
|
| Commonwealth Equity Services | 109k | $5.8M | -59% | Mar 2024 |
|
| Walkner Condon Financial Advisors | 108k | $5.8M | 5% | Mar 2024 |
|
| Leicht Financial Planning & Wealth Management | 108k | $5.5M | 3% | Jun 2024 |
|
| Carnegie Capital Asset Management | 107k | $5.5M | 4% | Jun 2024 |
|
| Merit Financial Group | 105k | $5.4M | 4% | Mar 2024 |
|
| Vestmark Advisory Solutions | 100k | $5.3M | 100% | Mar 2024 |
|
| Millington Financial Advisors | 100k | $5.3M | 5% | Mar 2024 |
|
| Levy Wealth Management Group | 95k | $4.9M | 0% | Jun 2024 |
|
| Arq Wealth Advisors | 95k | $5.1M | 3% | Mar 2024 |
|
| Bensler | 92k | $4.9M | -1% | Mar 2024 |
|
| Founders Financial Alliance | 92k | $4.9M | 1830% | Mar 2024 |
|
| Goldman Sachs Group | 91k | $4.8M | -46% | Mar 2024 |
|
| Oarsman Capital | 90k | $4.8M | 64% | Mar 2024 |
|
| Hibernia Wealth Partners | 90k | $4.6M | 65% | Jun 2024 |
|
| Raymond James & Associates | 88k | $4.5M | -16% | Jun 2024 |
|
| IFG Advisory | 87k | $4.7M | -16% | Mar 2024 |
|
| Octavia Wealth Advisors | 86k | $4.6M | 621% | Mar 2024 |
|
| Resonant Capital Advisors | 86k | $4.6M | -1% | Mar 2024 |
|
| Anfield Capital Management | 85k | $4.5M | -47% | Mar 2024 |
|
| Colony | 82k | $4.4M | -2% | Mar 2024 |
|
| HPM Partners | 82k | $4.3M | -2% | Mar 2024 |
|
| Precedent Wealth Partners | 78k | $4.0M | 73% | Jun 2024 |
|
| Farther Finance Advisors | 77k | $4.1M | 50% | Mar 2024 |
|
| Modera Wealth Management | 77k | $4.1M | -3% | Mar 2024 |
|
| Ausdal Financial Partners | 73k | $3.9M | 1% | Mar 2024 |
|
| Federation des caisses Desjardins du Quebec | 73k | $3.9M | 100% | Mar 2024 |
|
| Flagship Harbor Advisors | 71k | $3.8M | -37% | Mar 2024 |
|
| Pure Financial Advisors | 70k | $3.6M | -2% | Jun 2024 |
|
| Investment Planning Advisors | 70k | $3.6M | 100% | Jun 2024 |
|
| Jpmorgan Chase & Co | 67k | $3.6M | 26% | Mar 2024 |
|
| Retirement Planning Group | 64k | $3.3M | -81% | Jun 2024 |
|
| Moisand Fitzgerald Tamayo | 63k | $3.4M | -26% | Mar 2024 |
|
| AE Wealth Management | 29k | $1.5M | -94% | Mar 2024 |
|
| Advisory Alpha | 17k | $924k | -91% | Mar 2024 |
|
Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Astor Investment Management | Dec 2023 | 90k | $4.4M |