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 | 58M | $2.7B | 9% | Jun 2023 |
|
| LPL Financial | 10M | $472M | 11% | Jun 2023 |
|
| Tiedemann Wealth Management | 5.8M | $266M | -3% | Jun 2023 |
|
| ValMark Advisers | 5.5M | $251M | 4% | Jun 2023 |
|
| Morgan Stanley | 2.5M | $117M | 153% | Jun 2023 |
|
| CWM | 2.0M | $92M | 83% | Jun 2023 |
|
| HighTower Advisors | 2.0M | $91M | 24% | Jun 2023 |
|
| Bridgeworth | 1.7M | $78M | 2% | Jun 2023 |
|
| Syntegra Private Wealth Group | 1.3M | $59M | 11% | Jun 2023 |
|
| RFG Advisory | 1.3M | $58M | 13% | Jun 2023 |
|
| Private Advisor | 1.2M | $55M | -17% | Jun 2023 |
|
| Atlas Private Wealth Advisors | 1.1M | $50M | 118% | Jun 2023 |
|
| Auto-Owners Insurance | 1.0M | $48M | 0% | Jun 2023 |
|
| Advisor Group Holdings | 855k | $39M | 6% | Jun 2023 |
|
| Cornerstone Wealth Management | 787k | $36M | 3% | Jun 2023 |
|
| Wells Fargo & Company | 781k | $36M | 8% | Jun 2023 |
|
| Northwestern Mutual Wealth Management Company | 739k | $34M | 13% | Jun 2023 |
|
| Gateway Wealth Partners | 733k | $34M | -27% | Jun 2023 |
|
| Envestnet Asset Management | 693k | $32M | 11% | Jun 2023 |
|
| Waller Financial Planning Group | 691k | $32M | 0% | Jun 2023 |
|
| Koss-Olinger Consulting | 668k | $31M | 5% | Jun 2023 |
|
| AlphaStar Capital Management | 607k | $28M | -28% | Jun 2023 |
|
| Good Life Advisors | 595k | $27M | 3% | Jun 2023 |
|
| Assetmark | 583k | $27M | -2% | Jun 2023 |
|
| Ameriprise Financial | 568k | $26M | 50% | Jun 2023 |
|
| Peterson Wealth Advisors | 566k | $26M | 0% | Jun 2023 |
|
| Wealthcare Advisory Partners | 479k | $22M | -20% | Jun 2023 |
|
| First International Bank & Trust | 474k | $22M | 10% | Jun 2023 |
|
| Measured Wealth Private Client Group | 458k | $21M | 28% | Jun 2023 |
|
| Great Valley Advisor Group | 449k | $21M | 24% | Jun 2023 |
|
| Global Retirement Partners | 422k | $19M | 1% | Jun 2023 |
|
| Reston Wealth Management | 416k | $19M | 2% | Jun 2023 |
|
| Texas Permanent School Fund | 393k | $18M | 100% | Jun 2023 |
|
| Financial Strategies Group | 390k | $18M | 17% | Jun 2023 |
|
| William Blair $ Company | 379k | $17M | 147% | Jun 2023 |
|
| UBS Group | 370k | $17M | 8% | Jun 2023 |
|
| Garrett Investment Advisors | 354k | $16M | 11% | Jun 2023 |
|
| Mml Investors Services | 340k | $16M | 11% | Jun 2023 |
|
| IHT Wealth Management | 320k | $15M | 1% | Jun 2023 |
|
| Foundations Investment Advisors | 299k | $14M | 17% | Jun 2023 |
|
| TLWM | 297k | $14M | 6% | Jun 2023 |
|
| Equitable Holdings | 296k | $14M | 13% | Jun 2023 |
|
| Commonwealth Equity Services | 282k | $13M | 11% | Jun 2023 |
|
| Cahaba Wealth Management | 280k | $13M | 4% | Jun 2023 |
|
| Retirement Planning Group | 271k | $12M | 2% | Jun 2023 |
|
| Geneos Wealth Management | 246k | $11M | 7% | Jun 2023 |
|
| Capital Investment Advisory Services | 245k | $11M | 6% | Jun 2023 |
|
| Retirement Income Solutions | 239k | $11M | 1% | Jun 2023 |
|
| Integrated Wealth Concepts | 239k | $11M | 66% | Jun 2023 |
|
| Mariner Wealth Advisors | 230k | $11M | 6% | Jun 2023 |
|
| D. J. St. Germain | 225k | $10M | 3% | Jun 2023 |
|
| Sontag Advisory | 224k | $10M | -2% | Jun 2023 |
|
| Bank of America Corporation | 224k | $10M | -19% | Jun 2023 |
|
| Wealthquest | 222k | $10M | 16% | Jun 2023 |
|
| Windsor Capital Management | 214k | $9.8M | -2% | Jun 2023 |
|
| KWB Wealth | 212k | $9.7M | 50% | Jun 2023 |
|
| Moneta Group Investment Advisors | 209k | $9.6M | -1% | Jun 2023 |
|
| Strategic Financial | 203k | $9.3M | 3% | Jun 2023 |
|
| Anfield Capital Management | 193k | $8.9M | -1% | Jun 2023 |
|
| Beacon Pointe Advisors | 193k | $8.8M | -5% | Jun 2023 |
|
| Townsquare Capital | 190k | $8.3M | -3% | Mar 2023 |
|
| TPG Financial Advisors | 189k | $8.7M | 4% | Jun 2023 |
|
| Pachira Investments | 188k | $8.6M | 100% | Jun 2023 |
|
| Frank. Day | 187k | $8.2M | -7% | Mar 2023 |
|
| Citizens & Northern Corporation | 187k | $8.6M | -13% | Jun 2023 |
|
| Raymond James Financial Services Advisors | 187k | $8.6M | -16% | Jun 2023 |
|
| Advance Capital Management | 178k | $8.2M | -1% | Jun 2023 |
|
| Stratos Wealth Partners | 178k | $8.1M | 20% | Jun 2023 |
|
| Montz Harcus Wealth Management | 178k | $8.1M | 3% | Jun 2023 |
|
| Advisory Alpha | 177k | $8.1M | 1% | Jun 2023 |
|
| Western Wealth Management | 176k | $8.1M | 15% | Jun 2023 |
|
| Wagner Bowman Management | 175k | $8.0M | 7% | Jun 2023 |
|
| Hanson McClain Advisors | 169k | $7.8M | -2% | Jun 2023 |
|
| Trilogy Capital | 168k | $8.0M | 6% | Jun 2023 |
|
| Hm Payson & Co | 166k | $7.6M | 0% | Jun 2023 |
|
| Resources Investment Advisors | 161k | $7.4M | -5% | Jun 2023 |
|
| Wrapmanager | 153k | $7.0M | 2% | Jun 2023 |
|
| Gerber Kawasaki Wealth & Investment Management | 150k | $6.9M | 26% | Jun 2023 |
|
| Moisand Fitzgerald Tamayo | 150k | $6.9M | 1% | Jun 2023 |
|
| Veritable | 148k | $6.8M | -3% | Jun 2023 |
|
| IAG Wealth Partners | 138k | $6.3M | 3% | Jun 2023 |
|
| Park Avenue Securities | 134k | $6.2M | 6% | Jun 2023 |
|
| Cambridge Investment Research Advisors | 134k | $6.1M | 31% | Jun 2023 |
|
| Pecaut & Co. | 125k | $5.7M | 14% | Jun 2023 |
|
| PSI Advisors | 124k | $5.7M | -28% | Jun 2023 |
|
| Financial Gravity Wealth | 120k | $5.5k | 10% | Jun 2023 |
|
| Goss Wealth Management | 115k | $5.3M | 40% | Jun 2023 |
|
| CI Private Wealth | 115k | $5.3M | 4% | Jun 2023 |
|
| Collaborative Wealth Managment | 115k | $5.3M | 2% | Jun 2023 |
|
| Capital Analysts | 112k | $5.1M | 0% | Jun 2023 |
|
| Financial Network Investment Corporation | 110k | $5.1M | -2% | Jun 2023 |
|
| Leicht Financial Planning & Wealth Management | 108k | $5.0M | -12% | Jun 2023 |
|
| Arq Wealth Advisors | 108k | $4.9M | -24% | Jun 2023 |
|
| Vivaldi Capital Management | 106k | $4.9M | 1% | Jun 2023 |
|
| Warren Street Wealth Advisors | 106k | $4.9M | 1% | Jun 2023 |
|
| Symphony Financial | 102k | $4.7M | 20% | Jun 2023 |
|
| Flagship Harbor Advisors | 97k | $4.4M | 30% | Jun 2023 |
|
| JNBA Financial Advisors | 94k | $4.3M | 7% | Jun 2023 |
|
| Levy Wealth Management Group | 94k | $4.3M | -4% | Jun 2023 |
|
| Captrust Financial Advisors | 94k | $4.3M | -48% | Jun 2023 |
|
| IFG Advisory | 93k | $4.3M | 8% | Jun 2023 |
|
| Resonant Capital Advisors | 92k | $4.2M | -14% | Jun 2023 |
|
| Millington Financial Advisors | 91k | $4.2M | -1% | Jun 2023 |
|
| Private Wealth Group | 90k | $4.1M | 156% | Jun 2023 |
|
| Walkner Condon Financial Advisors | 90k | $4.1M | 1% | Jun 2023 |
|
| Northern Trust | 89k | $4.1M | -2% | Jun 2023 |
|
| Goldman Sachs Group | 87k | $4.0M | 0% | Jun 2023 |
|
| HPM Partners | 86k | $3.9M | 100% | Jun 2023 |
|
| AE Wealth Management | 86k | $3.9M | 35% | Jun 2023 |
|
| Bensler | 85k | $3.9M | 51% | Jun 2023 |
|
| Colony Group | 85k | $3.9M | 0% | Jun 2023 |
|
| Modera Wealth Management | 83k | $3.8M | 491% | Jun 2023 |
|
| Pure Financial Advisors | 77k | $3.5M | -2% | Jun 2023 |
|
| Thrivent Financial for Lutherans | 76k | $3.5M | 321% | Jun 2023 |
|
| Royal Bank of Canada | 76k | $3.5M | -33% | Jun 2023 |
|
| Aspire Private Capital | 72k | $3.3M | -2% | Jun 2023 |
|
| Parsec Financial Management | 71k | $3.1M | -4% | Mar 2023 |
|
| Ausdal Financial Partners | 67k | $3.1M | 2% | Jun 2023 |
|
| Cavalier Investments | 65k | $3.0M | 100% | Jun 2023 |
|
| Vista Investment Management | 64k | $2.9M | 1% | Jun 2023 |
|
| Destiny Capital Corp | 64k | $2.9M | -1% | Jun 2023 |
|
| Annapolis Financial Services | 63k | $2.9M | 0% | Jun 2023 |
|
| NovaPoint Capital | 63k | $2.9M | 4% | Jun 2023 |
|
| Watershed Private Wealth | 62k | $2.9M | 3% | Jun 2023 |
|
| Wealth Management Group | 61k | $2.8M | 0% | Jun 2023 |
|
| Kohmann Bosshard Financial Services | 59k | $2.7M | 0% | Jun 2023 |
|
| Nicolet Advisory Services | 59k | $2.7M | -7% | Jun 2023 |
|
| Provence Wealth Management Group | 59k | $2.7M | 16% | Jun 2023 |
|
| GPS Wealth Strategies Group | 59k | $2.7M | 9% | Jun 2023 |
|
| Brio Consultants | 58k | $2.7M | -5% | Jun 2023 |
|
| Register Financial Advisors | 58k | $2.6M | 5% | Jun 2023 |
|
| Econ Financial Services Corp | 57k | $2.6M | 335% | Jun 2023 |
|
| Citadel Advisors | 57k | $2.6M | 100% | Jun 2023 |
|
| Scarborough Advisors | 56k | $2.6M | -2% | Jun 2023 |
|
| Edmonds Duncan Registered Investment Advisors | 55k | $2.5M | 5% | Jun 2023 |
|
| Atria Wealth Solutions | 54k | $2.5M | 346% | Jun 2023 |
|
| Range Financial Group | 53k | $2.4M | 59% | Jun 2023 |
|
| Stifel Financial | 52k | $2.4M | 920% | Jun 2023 |
|
| Truefg | 51k | $2.4M | 15% | Jun 2023 |
|
| JSF Financial | 51k | $2.4M | 7% | Jun 2023 |
|
| Goodman Financial | 51k | $2.3M | 1% | Jun 2023 |
|
| United Asset Strategies | 50k | $2.3M | -1% | Jun 2023 |
|
| Towercrest Capital Management | 50k | $2.3M | 2% | Jun 2023 |
|
| GeoWealth Management | 50k | $2.3M | 9% | Jun 2023 |
|
| Alta Wealth Advisors | 48k | $2.2M | 5% | Jun 2023 |
|
| United Capital Financial Advisers | 47k | $2.2M | -6% | Jun 2023 |
|
| Executive Wealth Management | 46k | $2.1M | -74% | Jun 2023 |
|
| Merit Financial Group | 46k | $2.1M | -50% | Jun 2023 |
|
| CX Institutional | 46k | $2.1M | 100% | Jun 2023 |
|
| Orion Portfolio Solutions | 45k | $2.1M | 41% | Jun 2023 |
|
| Atria Investments | 42k | $1.9M | -47% | Jun 2023 |
|
| Gladstone Institutional Advisory | 37k | $1.7M | -19% | Jun 2023 |
|
| Astoria Portfolio Advisors | 28k | $1.3M | -76% | Jun 2023 |
|
| Mjp Associates | 27k | $1.2M | -47% | Jun 2023 |
|
| GSB Wealth Management | 12k | $558k | -87% | Jun 2023 |
|
| Rockefeller Capital Management | 7.3k | $335k | -91% | Jun 2023 |
|
| Money Concepts Capital Corp | 4.7k | $218k | -98% | Jun 2023 |
|
Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Advisors of Iowa | Mar 2023 | 119k | $5.2M |
| Jane Street | Mar 2023 | 98k | $4.3M |
| Advisor Resource Council | Mar 2023 | 82k | $3.6M |
| SPC Financial | Mar 2023 | 81k | $3.5M |
| Baird Financial | Mar 2023 | 64k | $2.8M |