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 | 101M | $6.8B | 5% | Jun 2026 |
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| Betterment | 19M | $1.3B | -7% | Jun 2026 |
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| LPL Financial | 14M | $909M | 5% | Jun 2026 |
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| Bank of America Corporation | 8.7M | $585M | 348% | Jun 2026 |
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| ValMark Advisers | 7.1M | $480M | -2% | Jun 2026 |
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| Envestnet Asset Management | 4.5M | $303M | 8% | Jun 2026 |
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| AlTi Global | 2.8M | $189M | -1% | Jun 2026 |
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| Facet Wealth | 2.6M | $178M | 2% | Jun 2026 |
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| First Command Advisory Services | 2.0M | $138M | 12% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.9M | $130M | -2% | Jun 2026 |
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| UBS Group | 1.7M | $116M | -55% | Jun 2026 |
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| HighTower Advisors | 1.6M | $111M | -17% | Jun 2026 |
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| Koss-Olinger Consulting | 1.6M | $106M | 48% | Jun 2026 |
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| Advisor Group Holdings | 1.5M | $104M | 14% | Jun 2026 |
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| Wells Fargo & Company | 1.5M | $103M | 5% | Jun 2026 |
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| United Capital Financial Advisers | 1.5M | $101M | 4% | Jun 2026 |
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| Mason Street Advisors | 1.4M | $96M | -9% | Jun 2026 |
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| Hancock Prospecting Pty | 1.4M | $95M | 0% | Jun 2026 |
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| Wealthcare Advisory Partners | 1.3M | $83M | 7% | Sep 2026 |
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| William Blair $ Company | 1.3M | $88M | 54% | Jun 2026 |
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| Raymond James Financial | 1.2M | $83M | 17% | Jun 2026 |
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| Hills Bank And Trust Company | 1.2M | $82M | -6% | Jun 2026 |
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| Cornerstone Wealth Management | 1.1M | $75M | -1% | Jun 2026 |
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| Royal Bank of Canada | 1.1M | $71M | 21% | Jun 2026 |
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| Greenleaf Trust | 1.0M | $66M | 6% | Sep 2026 |
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| Auto-Owners Insurance | 1.0M | $66M | 0% | Sep 2026 |
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| Farther Finance Advisors | 948k | $60M | 6% | Sep 2026 |
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| PFG Financial Advisors | 928k | $63M | 1% | Jun 2026 |
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| Goldman Sachs Group | 921k | $62M | 0% | Jun 2026 |
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| Miracle Mile Advisors | 909k | $61M | 22% | Jun 2026 |
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| HHM Wealth Advisors | 856k | $58M | 5% | Jun 2026 |
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| Monticello Wealth Management | 829k | $52M | 7% | Sep 2026 |
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| Bank Of Oklahoma National Association / | 828k | $52M | 0% | Sep 2026 |
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| JNBA Financial Advisors | 816k | $55M | -4% | Jun 2026 |
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| Kuntz Lesher Capital | 810k | $51M | 13% | Sep 2026 |
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| AlphaStar Capital Management | 791k | $50M | 7% | Sep 2026 |
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| Peterson Wealth Advisors | 779k | $49M | 4% | Sep 2026 |
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| Private Advisor | 778k | $53M | -8% | Jun 2026 |
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| Great Valley Advisor Group | 741k | $50M | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 733k | $49M | 100% | Jun 2026 |
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| BlackRock | 730k | $49M | 44% | Jun 2026 |
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| Retirement Income Solutions | 715k | $42M | 0% | Jun 2026 |
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| Equitable Holdings | 704k | $48M | 15% | Jun 2026 |
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| Impact Partnership Wealth | 688k | $47M | 6% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 656k | $32M | 31% | Sep 2026 |
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| Oarsman Capital | 642k | $43M | 9% | Jun 2026 |
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| Thrivent Financial for Lutherans | 625k | $42M | 56% | Jun 2026 |
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| Savant Capital Management | 595k | $38M | 98% | Jun 2026 |
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| Atlas Private Wealth Advisors | 568k | $36M | 1% | Sep 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 562k | $35M | 7% | Sep 2026 |
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| TSG Advice Partners | 541k | $37M | 14% | Sep 2026 |
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| Envestnet Portfolio Solutions | 517k | $35M | 8% | Jun 2026 |
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| National Bank Of Canada /fi/ | 514k | $35M | -10% | Jun 2026 |
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| Oakmont Partners | 498k | $34M | 24% | Jun 2026 |
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| Mml Investors Services | 491k | $33M | 6% | Jun 2026 |
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| CI Private Wealth | 490k | $33M | 2% | Jun 2026 |
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| Stifel Financial | 480k | $32M | 465% | Jun 2026 |
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| Warren Averett Asset Management | 479k | $32M | 2% | Jun 2026 |
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| Cahaba Wealth Management | 470k | $30M | 1% | Sep 2026 |
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| Assetmark | 456k | $29M | 0% | Sep 2026 |
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| Financial Strategies Group | 442k | $29M | 3% | Jun 2026 |
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| D. J. St. Germain | 442k | $30M | 5% | Jun 2026 |
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| Global Retirement Partners | 435k | $29M | 100% | Jun 2026 |
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| CIBC Bancorp USA | 434k | $28M | 49% | Jun 2026 |
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| Ellenbecker Investment Group | 421k | $29M | 10% | Jun 2026 |
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| Integrity Advisory Solutions | 402k | $25M | -1% | Sep 2026 |
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| AQR Capital Management | 399k | $27M | 10% | Jun 2026 |
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| First National Trust Company | 397k | $25M | 0% | Sep 2026 |
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| HPM Partners | 390k | $26M | 1% | Jun 2026 |
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| OneAscent Financial Services | 385k | $26M | 0% | Jun 2026 |
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| International City Management Association Retirement | 379k | $24M | 100% | Sep 2026 |
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| Octavia Wealth Advisors | 379k | $26M | 4% | Jun 2026 |
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| Rockefeller Capital Management | 378k | $26M | -2% | Jun 2026 |
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| Evermay Wealth Management | 370k | $25M | 12% | Jun 2026 |
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| Marathon Strategic Advisors | 368k | $23M | 7% | Sep 2026 |
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| Penserra Capital Management | 357k | $24M | -12% | Jun 2026 |
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| Reston Wealth Management | 338k | $21M | -2% | Sep 2026 |
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| Geneos Wealth Management | 337k | $23M | 3% | Jun 2026 |
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| Gladstone Institutional Advisory | 333k | $23M | 16% | Jun 2026 |
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| Cetera Investment Advisers | 326k | $22M | 19% | Jun 2026 |
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| RFG Advisory | 326k | $22M | -6% | Jun 2026 |
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| New Perspectives | 319k | $20M | 4% | Sep 2026 |
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| Crews Bank & Trust | 317k | $21M | -3% | Jun 2026 |
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| Financial Gravity Companies | 307k | $21M | 100% | Jun 2026 |
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| Shepherd Financial Partners | 303k | $21M | 3% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 296k | $19M | 2% | Sep 2026 |
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| Alta Wealth Advisors | 295k | $20M | 0% | Jun 2026 |
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| Hanson McClain Advisors | 292k | $20M | -3% | Jun 2026 |
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| Fifth Third Bancorp | 277k | $19M | -2% | Jun 2026 |
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| Coldstream Capital Management | 274k | $19M | 2% | Jun 2026 |
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| Lido Advisors | 266k | $18M | 4% | Jun 2026 |
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| Montz Harcus Wealth Management | 262k | $17M | 2% | Sep 2026 |
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| North Star Asset Management | 259k | $18M | 1% | Jun 2026 |
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| Ameriprise Financial | 258k | $17M | -1% | Jun 2026 |
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| Venture Visionary Partners | 257k | $16M | 0% | Sep 2026 |
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| Summit Trail Advisors | 256k | $17M | -7% | Jun 2026 |
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| Bensler | 248k | $17M | 5% | Jun 2026 |
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| Cascade Financial Partners | 248k | $17M | 4% | Jun 2026 |
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| Sun Life Financial | 239k | $16M | -40% | Jun 2026 |
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| SageView Advisory Group | 236k | $16M | 100% | Jun 2026 |
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| Higgins & Schmidt Wealth Strategies | 229k | $14M | 0% | Sep 2026 |
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| Park Avenue Securities | 227k | $14M | 1% | Sep 2026 |
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| Commonwealth Equity Services | 223k | $15M | 92% | Jun 2026 |
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| IAG Wealth Partners | 223k | $15M | -3% | Jun 2026 |
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| TPG Financial Advisors | 223k | $15M | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 220k | $15M | -28% | Jun 2026 |
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| Wagner Bowman Management | 211k | $14M | -1% | Jun 2026 |
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| Moneta Group Investment Advisors | 210k | $14M | 3% | Jun 2026 |
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| Citizens & Northern Corporation | 208k | $14M | -13% | Jun 2026 |
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| PSI Advisors | 207k | $14M | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 207k | $14M | 24% | Jun 2026 |
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| Beacon Pointe Advisors | 201k | $14M | 6% | Jun 2026 |
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| Wrapmanager | 199k | $13M | -2% | Jun 2026 |
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| Gradient Investments | 195k | $12M | 11% | Sep 2026 |
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| FF Advisors | 192k | $12M | 0% | Sep 2026 |
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| Sanctuary Advisors | 185k | $13M | 1% | Jun 2026 |
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| Goss Wealth Management | 185k | $13M | 1% | Jun 2026 |
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| Western Wealth Management | 184k | $12M | -15% | Jun 2026 |
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| Nottingham Advisors | 176k | $11M | 10% | Sep 2026 |
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| Lumbard Investment Counseling | 174k | $12M | 1% | Jun 2026 |
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| Integrated Wealth Concepts | 174k | $12M | 4% | Jun 2026 |
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| XY Planning Network | 174k | $11M | 0% | Sep 2026 |
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| Warren Street Wealth Advisors | 173k | $12M | 2% | Jun 2026 |
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| Zhang Financial | 170k | $12M | -1% | Jun 2026 |
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| Garrett Investment Advisors | 168k | $11M | 2% | Sep 2026 |
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| Pathstone Holdings | 166k | $11M | 0% | Jun 2026 |
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| Collaborative Wealth Managment | 165k | $11M | -6% | Jun 2026 |
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| NorthCrest Asset Manangement | 160k | $10M | 1% | Sep 2026 |
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| Colony | 157k | $11M | -30% | Jun 2026 |
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| Wealth Management Resources | 154k | $9.7M | 1% | Sep 2026 |
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| Windsor Capital Management | 153k | $9.7M | -3% | Sep 2026 |
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| Berkeley Capital Partners | 153k | $10M | 5% | Jun 2026 |
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| Madison Asset Management | 150k | $10M | 193% | Jun 2026 |
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| Private Wealth Group | 150k | $9.4M | 3% | Sep 2026 |
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| Carnegie Capital Asset Management | 150k | $9.4M | 9% | Sep 2026 |
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| KWB Wealth | 149k | $9.4M | 7% | Sep 2026 |
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| Streettalk Advisors | 149k | $9.4M | 100% | Sep 2026 |
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| Morrissey Wealth Management | 146k | $9.4M | 100% | Jun 2026 |
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| Sontag Advisory | 144k | $9.8M | -4% | Jun 2026 |
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| Retiremitten Financial | 144k | $9.7M | 100% | Jun 2026 |
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| Millington Financial Advisors | 143k | $9.5M | 3% | Jun 2026 |
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| Northern Trust | 142k | $9.6M | 3% | Jun 2026 |
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| Waller Financial Planning Group | 141k | $8.9M | -7% | Sep 2026 |
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| Chicago Partners Investment | 140k | $8.8M | 5% | Sep 2026 |
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| IHT Wealth Management | 137k | $9.3M | 2% | Jun 2026 |
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| Milestone Group | 137k | $9.2M | -4% | Jun 2026 |
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| Spectrum Advisors | 134k | $9.1M | 6% | Jun 2026 |
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| CLS Investments | 131k | $8.9M | -1% | Jun 2026 |
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| Inspire Trust | 131k | $8.8M | 0% | Jun 2026 |
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| AlphaCore Capital | 130k | $8.8M | -5% | Jun 2026 |
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| Louisiana State Employees Retirement System | 119k | $7.5M | -35% | Sep 2026 |
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| Independent Advisor Alliance | 30k | $2.0M | -91% | Jun 2026 |
|
Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Texas Permanent School Fund | Mar 2026 | 521k | $31M |
| Retirement Financial Solutions | Jun 2026 | 202k | $14M |
| Vivaldi Capital Management | Mar 2026 | 147k | $8.7M |