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 80M $4.1B 4% Mar 2025
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Betterment 18M $981M 4% Dec 2024
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LPL Financial 13M $670M 2% Mar 2025
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CWM 6.6M $337M 15% Mar 2025
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ValMark Advisers 6.4M $326M 6% Mar 2025
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AlTi Global 5.3M $273M -1% Mar 2025
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Texas Permanent School Fund 3.0M $163M 199% Dec 2024
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Hancock Prospecting Pty 2.9M $147M 100% Mar 2025
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HighTower Advisors 2.8M $153M 3% Dec 2024
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Facet Wealth 2.5M $127M -4% Mar 2025
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Morgan Stanley 2.2M $122M 100% Dec 2024
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Envestnet Asset Management 2.1M $110M 27% Mar 2025
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RFG Advisory 1.9M $97M 11% Mar 2025
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Atlas Private Wealth Advisors 1.5M $75M 12% Mar 2025
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Bank of America Corporation 1.5M $80M 228% Dec 2024
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Goldman Sachs Group 1.4M $74M 345% Mar 2025
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Advisor Group Holdings 1.4M $73M 46% Mar 2025
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Private Advisor 1.2M $60M -8% Mar 2025
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Northwestern Mutual Wealth Management Company 1.1M $62M -5% Dec 2024
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UBS Group 1.1M $56M 176% Mar 2025
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Cornerstone Wealth Management 1.0M $53M 4% Mar 2025
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First Command Advisory Services 954k $49M 18% Mar 2025
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Mbb Public Markets I 942k $48M 77% Mar 2025
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Wealthcare Advisory Partners 938k $48M 5% Mar 2025
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Mason Street Advisors 928k $48M 14% Mar 2025
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Koss-Olinger Consulting 868k $44M 3% Mar 2025
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Wealth Enhancement Advisory Services 839k $43M 2% Mar 2025
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JNBA Financial Advisors 833k $43M 9% Mar 2025
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HHM Wealth Advisors 812k $42M 40% Mar 2025
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AlphaStar Capital Management 752k $39M 9% Mar 2025
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Good Life Advisors 740k $38M 4% Mar 2025
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Royal Bank of Canada 732k $38M 11% Mar 2025
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William Blair $ Company 692k $35M 1% Mar 2025
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Peterson Wealth Advisors 686k $32M 2% Mar 2025
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Wells Fargo & Company 654k $33M -6% Mar 2025
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Great Valley Advisor Group 639k $33M -51% Mar 2025
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Savant Capital Management 624k $32M -32% Mar 2025
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Hills Bank And Trust Company 608k $31M 7% Mar 2025
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Monticello Wealth Management 567k $29M 9% Mar 2025
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Waller Financial Planning Group 564k $29M -17% Mar 2025
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Sun Life Financial 491k $25M 100% Mar 2025
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Ameriprise Financial 487k $25M 10% Mar 2025
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Kuntz Lesher Capital 481k $25M 135% Mar 2025
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Global Retirement Partners 476k $26M -13% Dec 2024
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Impact Partnership Wealth 450k $23M 29% Mar 2025
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Assetmark 439k $24M -5% Dec 2024
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OneAscent Financial Services 427k $22M -2% Mar 2025
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Farther Finance Advisors 421k $22M 34% Mar 2025
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Equitable Holdings 416k $23M 14% Dec 2024
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CI Private Wealth 389k $20M 1% Mar 2025
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Fifth Third Bancorp 387k $20M 8% Mar 2025
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United Capital Financial Advisers 387k $20M 532% Mar 2025
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Crews Bank & Trust 380k $20M 1% Mar 2025
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Gerber Kawasaki Wealth & Investment Management 374k $20M 6% Dec 2024
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Envestnet Portfolio Solutions 369k $19M 2% Mar 2025
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First National Trust Company 369k $19M 0% Mar 2025
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Financial Strategies Group 368k $18M 1% Mar 2025
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Reston Wealth Management 358k $18M 0% Mar 2025
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D. J. St. Germain 354k $18M 8% Mar 2025
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TLWM 354k $19M 1% Dec 2024
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Mml Investors Services 351k $19M 7% Dec 2024
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Summit Trail Advisors 335k $17M -1% Mar 2025
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Cahaba Wealth Management 323k $17M 2% Mar 2025
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North Star Asset Management 317k $16M -11% Mar 2025
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Raymond James Financial 307k $16M 14% Mar 2025
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Warren Averett Asset Management 302k $17M 4% Dec 2024
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Auto-Owners Insurance 298k $107M -78% Mar 2025
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Penserra Capital Management 294k $15M 100% Mar 2025
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Citizens & Northern Corporation 291k $15M 4% Mar 2025
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Mariner Wealth Advisors 278k $14M 57% Mar 2025
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Shepherd Financial Partners 275k $14M 2555% Mar 2025
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Geneos Wealth Management 259k $13M 10% Mar 2025
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New Perspectives 270k $14M 3% Mar 2025
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Sollinda Capital Management 268k $14M -5% Mar 2025
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Rockefeller Capital Management 267k $15M 188% Dec 2024
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Financial Gravity Wealth 264k $14M 100% Mar 2025
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Cetera Investment Advisers 248k $14M -6% Dec 2024
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Advisor Resource Council 244k $12M 100% Mar 2025
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Evermay Wealth Management 239k $12M 15% Mar 2025
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Ellenbecker Investment Group 238k $12M 83% Mar 2025
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Financial Gravity Companies 238k $13M 5% Dec 2024
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Townsquare Capital 236k $12M 1% Mar 2025
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Oakmont Partners 227k $12M 249% Mar 2025
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Alta Wealth Advisors 217k $11M 3% Mar 2025
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Retirement Income Solutions 217k $12M 12% Dec 2024
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Advance Capital Management 217k $11M 3% Mar 2025
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Montz Harcus Wealth Management 214k $11M 3% Mar 2025
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Hanson McClain Advisors 214k $11M -12% Mar 2025
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Nelson, Van Denburg & Campbell Wealth Management 213k $11M 6% Mar 2025
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Wagner Bowman Management 210k $11M 2% Mar 2025
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Moneta Group Investment Advisors 208k $11M 8% Mar 2025
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Exchange Capital Management 206k $11M 9% Mar 2025
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Higgins & Schmidt Wealth Strategies 204k $11M 4% Mar 2025
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Goss Wealth Management 204k $11M 8% Dec 2024
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Syntegra Private Wealth Group 203k $10M 20% Mar 2025
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Cascade Financial Partners 203k $10M 5% Mar 2025
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IAG Wealth Partners 197k $10M 8% Mar 2025
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Louisiana State Employees Retirement System 196k $10M -10% Mar 2025
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Wrapmanager 194k $9.9M 3% Mar 2025
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PSI Advisors 192k $9.8M 4% Mar 2025
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Western Wealth Management 191k $9.8M -17% Mar 2025
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Park Avenue Securities 190k $9.7M 3% Mar 2025
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TPG Financial Advisors 189k $9.7M 24% Mar 2025
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Bensler 189k $9.7M 14% Mar 2025
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Orion Portfolio Solutions 187k $10M 0% Dec 2024
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Trilogy Capital 180k $9.8M 3% Dec 2024
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Beacon Pointe Advisors 180k $9.8M -3% Dec 2024
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Lumbard Investment Counseling 177k $9.1M 73% Mar 2025
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Windsor Capital Management 176k $9.0M -3% Mar 2025
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Octavia Wealth Advisors 172k $8.8M 20% Mar 2025
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Collaborative Wealth Managment 170k $8.7M 1% Mar 2025
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Wealth Management Resources 167k $8.5M 1% Mar 2025
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Sontag Advisory 164k $8.4M -1% Mar 2025
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Sanctuary Advisors 163k $9.3M 7% Dec 2024
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Pachira Investments 162k $8.2M -2% Mar 2025
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Marathon Strategic Advisors 161k $8.2M 10% Mar 2025
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Pathstone Holdings 161k $8.2M -3% Mar 2025
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Private Wealth Group 159k $8.1M 0% Mar 2025
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Garrett Investment Advisors 158k $8.1M 3% Mar 2025
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Cambridge Investment Research Advisors 158k $8.1M 0% Mar 2025
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Pinkerton Retirement Specialists 156k $8.0M -17% Mar 2025
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Pecaut & Co. 154k $7.9M 3% Mar 2025
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Capital Analysts 153k $8.4M 0% Dec 2024
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Frank. Day 145k $7.9M -5% Dec 2024
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KWB Wealth 144k $7.9M -8% Mar 2025
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FF Advisors 143k $7.3M 10% Mar 2025
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Zhang Financial 143k $7.3M 23% Mar 2025
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Capital Investment Advisory Services 140k $7.1M 7% Mar 2025
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Gladstone Institutional Advisory 139k $7.6M 46% Dec 2024
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Commonwealth Equity Services 138k $7.5M 10% Dec 2024
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Carnegie Capital Asset Management 134k $6.1M 10% Mar 2025
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Warren Street Wealth Advisors 133k $6.8M 5% Mar 2025
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Perennial Investment Advisors 132k $7.2M -2% Dec 2024
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Berkeley Capital Partners 132k $6.8M 0% Mar 2025
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Modera Wealth Management 128k $6.6M -5% Mar 2025
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IHT Wealth Management 124k $6.8M 4% Dec 2024
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Millington Financial Advisors 123k $5.9M 3% Mar 2025
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Jpmorgan Chase & Co 123k $6.3M -13% Mar 2025
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Integrated Wealth Concepts 122k $6.7M 10% Dec 2024
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SPC Financial 122k $6.2M 3% Mar 2025
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Abound Financial 121k $6.2M 100% Mar 2025
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Bank Of Oklahoma National Association / 121k $6.2M 2% Mar 2025
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Oarsman Capital 120k $6.6M 10% Dec 2024
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Stratos Wealth Partners 120k $6.1M -1% Mar 2025
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Advisor OS 119k $6.2M 48% Mar 2025
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Mjp Associates 119k $6.1M 53% Mar 2025
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Resources Investment Advisors 118k $6.1M -5% Mar 2025
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Arq Wealth Advisors 112k $5.7M -5% Mar 2025
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Hm Payson & Co 109k $5.6M 0% Mar 2025
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Northern Trust 109k $5.6M -8% Mar 2025
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Measured Wealth Private Client Group 104k $5.3M -58% Mar 2025
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First International Bank & Trust 80k $4.1M -59% Mar 2025
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Flagship Harbor Advisors 74k $3.8M -47% Mar 2025
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Walkner Condon Financial Advisors 52k $2.7M -55% Mar 2025
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Independent Advisor Alliance 17k $880k -96% Mar 2025
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Thrivent Financial for Lutherans 16k $959k -86% Mar 2025
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Foundations Investment Advisors 4.5k $229k -97% Mar 2025
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Who sold out of SPDR DJ Wilshire Mid Cap?

Fund or Company Name Date Sold Shares Held Valued At
Symphony Financial Dec 2024 198k $11M