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 Actions
Creative Planning 66M $3.5B 6% Mar 2024
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Betterment 15M $775M 100% Mar 2024
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LPL Financial 11M $602M 8% Mar 2024
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AlTi Global 5.8M $310M -1% Mar 2024
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ValMark Advisers 5.7M $303M 1% Mar 2024
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CWM 4.8M $256M 11% Mar 2024
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Morgan Stanley 3.1M $165M 17% Mar 2024
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Financial Gravity Wealth 2.9M $222M 0% Dec 2023
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HighTower Advisors 2.6M $136M 0% Mar 2024
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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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Bank of America Corporation 1.5M $78M 406% Mar 2024
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Private Advisor 1.1M $61M -1% Mar 2024
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Auto-Owners Insurance 1.0M $56M 0% Mar 2024
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Advisor Group Holdings 1.0M $55M 9% Mar 2024
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Great Valley Advisor Group 905k $48M 16% Mar 2024
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Cornerstone Wealth Management 867k $46M 1% Mar 2024
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Northwestern Mutual Wealth Management Company 840k $45M -1% Mar 2024
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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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Envestnet Asset Management 671k $36M 7% Mar 2024
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Atlas Private Wealth Advisors 639k $34M -43% Mar 2024
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Wells Fargo & Company 630k $34M -25% Mar 2024
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Peterson Wealth Advisors 614k $33M 2% Mar 2024
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AlphaStar Capital Management 572k $31M -1% Mar 2024
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Royal Bank of Canada 567k $30M -3% Mar 2024
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William Blair $ Company 557k $30M 7% Mar 2024
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OneAscent Financial Services 545k $29M -18% Mar 2024
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Good Life Advisors 541k $29M 2% Mar 2024
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Hills Bank And Trust Company 504k $27M 64% Mar 2024
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JNBA Financial Advisors 487k $26M 453% Mar 2024
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Global Retirement Partners 483k $26M 10% Mar 2024
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Assetmark 480k $26M -14% Mar 2024
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HHM Wealth Advisors 480k $26M 1370123% Mar 2024
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Ameriprise Financial 476k $26M -21% Mar 2024
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First National Trust Company 474k $25M 100% Mar 2024
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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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UBS Group 388k $21M -20% 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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CI Private Wealth 354k $19M 5% Mar 2024
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Reston Wealth Management 353k $19M 0% Mar 2024
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Fifth Third Bancorp 348k $19M 7% Mar 2024
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Pinkerton Retirement Specialists 348k $19M 100% 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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Cahaba Wealth Management 307k $16M 1% Mar 2024
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Sollinda Capital Management 305k $16M 100% Mar 2024
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North Star Asset Management 296k $16M 86% Mar 2024
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Gerber Kawasaki Wealth & Investment Management 284k $15M 45% Mar 2024
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Wealthquest 281k $15M 2% Mar 2024
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Warren Averett Asset Management 276k $15M 500% Mar 2024
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D. J. St. Germain 259k $13M 13% Dec 2023
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Citizens & Northern Corporation 256k $14M 48% Mar 2024
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Townsquare Capital 255k $14M 15% Mar 2024
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Retirement Income Solutions 251k $13M 2% Mar 2024
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Texas Permanent School Fund 251k $13M -45% Mar 2024
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New Perspectives 241k $13M 100% Mar 2024
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Envestnet Portfolio Solutions 225k $12M 21% Mar 2024
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Strategic Financial 218k $11M 3% Dec 2023
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Cetera Investment Advisers 210k $11M 336% Mar 2024
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Raymond James Financial Services Advisors 209k $11M -47% Mar 2024
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Mariner Wealth Advisors 207k $11M 11% Mar 2024
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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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First International Bank & Trust 200k $11M -57% Mar 2024
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Orion Portfolio Solutions 199k $11M 243% Mar 2024
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Windsor Capital Management 198k $11M -3% Mar 2024
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Geneos Wealth Management 198k $11M -28% Mar 2024
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Western Wealth Management 197k $11M -8% Mar 2024
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Sontag Advisory 197k $11M -5% 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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Alta Wealth Advisors 188k $10M 4% Mar 2024
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Impact Partnership Wealth 186k $9.9M 25% Mar 2024
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Montz Harcus Wealth Management 182k $9.7M 1% Mar 2024
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Syntegra Private Wealth Group 181k $9.6M -87% Mar 2024
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KWB Wealth 176k $9.4M -20% Mar 2024
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Citadel Advisors 175k $9.3M 268% Mar 2024
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Stratos Wealth Partners 173k $9.2M 31% Mar 2024
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Cambridge Investment Research Advisors 170k $9.1M 26% Mar 2024
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Pachira Investments 170k $9.1M -7% Mar 2024
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Pathstone Holdings 165k $8.8M -3% Mar 2024
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Capital Investment Advisory Services 163k $8.7M -32% Mar 2024
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Frank. Day 163k $8.7M -3% Mar 2024
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PSI Advisors 163k $8.7M -9% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 162k $8.6M 26% Mar 2024
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Executive Wealth Management 160k $8.5M 228% Mar 2024
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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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Collaborative Wealth Managment 147k $7.8M 8% Mar 2024
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Goss Wealth Management 146k $7.8M 16% Mar 2024
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FF Advisors 139k $7.4M 14% Mar 2024
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Integrated Wealth Concepts 139k $7.4M -30% Mar 2024
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Wrapmanager 138k $7.4M -10% Mar 2024
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Capital Analysts 137k $7.3M 20% Mar 2024
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TPG Financial Advisors 135k $6.5M 1% Dec 2023
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Pecaut & Co. 132k $7.1M 2% Mar 2024
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Resources Investment Advisors 132k $7.0M -13% Mar 2024
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Berkeley Capital Partners 128k $6.8M 100% Mar 2024
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Perennial Investment Advisors 124k $6.6M 285% Mar 2024
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Stewardship Advisors 123k $6.5M 100% Mar 2024
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Northern Trust 122k $6.5M -4% Mar 2024
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Cary Street Partners Asset Management 120k $6.4M -44% Mar 2024
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Foundations Investment Advisors 117k $6.2M 5% Mar 2024
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Marathon Strategic Advisors 115k $6.2M 3% Mar 2024
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Jane Street 115k $6.2M 427% Mar 2024
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Warren Street Wealth Advisors 115k $6.1M 3% Mar 2024
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Financial Advocates Investment Management 115k $9.7M 409% Mar 2024
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SPC Financial 113k $6.0M 4% Mar 2024
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Vivaldi Capital Management 110k $5.8M -1% Mar 2024
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Commonwealth Equity Services 109k $5.8M -59% Mar 2024
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Walkner Condon Financial Advisors 108k $5.8M 5% Mar 2024
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Merit Financial Group 105k $5.4M 4% Mar 2024
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Raymond James & Associates 105k $5.6M 15% Mar 2024
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Leicht Financial Planning & Wealth Management 104k $5.6M -7% Mar 2024
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Carnegie Capital Asset Management 103k $5.5M 7% Mar 2024
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Vestmark Advisory Solutions 100k $5.3M 100% Mar 2024
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Millington Financial Advisors 100k $5.3M 5% Mar 2024
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Levy Wealth Management Group 96k $4.7M 0% Mar 2024
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Arq Wealth Advisors 95k $5.1M 3% Mar 2024
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Bensler 92k $4.9M -1% Mar 2024
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Founders Financial Alliance 92k $4.9M 1830% Mar 2024
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Goldman Sachs Group 91k $4.8M -46% Mar 2024
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Oarsman Capital 90k $4.8M 64% Mar 2024
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IFG Advisory 87k $4.7M -16% Mar 2024
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Octavia Wealth Advisors 86k $4.6M 621% Mar 2024
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Resonant Capital Advisors 86k $4.6M -1% Mar 2024
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Anfield Capital Management 85k $4.5M -47% Mar 2024
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Exchange Capital Management 85k $4.5M 805% Mar 2024
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Colony 82k $4.4M -2% Mar 2024
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HPM Partners 82k $4.3M -2% Mar 2024
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Farther Finance Advisors 77k $4.1M 50% Mar 2024
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Modera Wealth Management 77k $4.1M -3% Mar 2024
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Ausdal Financial Partners 73k $3.9M 1% Mar 2024
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Federation des caisses Desjardins du Quebec 73k $3.9M 100% 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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Jpmorgan Chase & Co 67k $3.6M 26% Mar 2024
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Vista Investment Management 67k $3.6M 0% Mar 2024
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Stifel Financial 65k $3.4M 14% Mar 2024
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Mjp Associates 64k $3.4M 140% Mar 2024
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Advisor OS 64k $3.4M 114% Mar 2024
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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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Strategic Financial Concepts 58k $3.1M -14% Mar 2024
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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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Thrivent Financial for Lutherans 52k $2.8M -62% Mar 2024
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Atria Investments 31k $1.6M -51% Mar 2024
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AE Wealth Management 29k $1.5M -94% Mar 2024
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Advisory Alpha 17k $924k -91% Mar 2024
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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
Financial Network Investment Corporation Sep 2023 128k $5.6M
Astor Investment Management Dec 2023 90k $4.4M