Who owns SPDR DJ Wilshire Mid Cap?
- Ticker: SPMD
- CUSIP Number: 78464A847
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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 | ||
|---|---|---|---|---|---|---|
| Creative Planning | 42M | $2.1B | 10% | Dec 2021 | ||
| ValMark Advisers | 6.8M | $319M | 1% | Mar 2022 | ||
| Tiedemann Wealth Management | 6.5M | $307M | -3% | Mar 2022 | ||
| Advisor Group Holdings | 1.7M | $81M | 4% | Mar 2022 | ||
| Pfs Investments | 1.1M | $57M | 100% | Dec 2021 | ||
| Wells Fargo & Company | 1.1M | $56M | 79% | Dec 2021 | ||
| CFS Investment Advisory Services | 1.0M | $41k | 3577% | Mar 2022 | ||
| RFG Advisory | 968k | $46M | 16% | Mar 2022 | ||
| Morgan Stanley | 943k | $45M | 100% | Mar 2022 | ||
| Retirement Planning Group | 942k | $47M | 4% | Dec 2021 | ||
| Envestnet Asset Management | 883k | $42M | -37% | Mar 2022 | ||
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| Waller Financial Planning Group | 787k | $39M | 2% | Dec 2021 | ||
| Private Advisor | 786k | $39M | 0% | Mar 2022 | ||
| Frontier Wealth Management | 698k | $32M | 20% | Mar 2022 | ||
| Cornerstone Wealth Management | 693k | $33M | 8692% | Mar 2022 | ||
| AlphaStar Capital Management | 570k | $27M | -8% | Mar 2022 | ||
| Good Life Advisors | 563k | $27M | -6% | Mar 2022 | ||
| Peterson Wealth Advisors | 510k | $24M | 3% | Mar 2022 | ||
| Koss-Olinger Consulting | 507k | $24M | 2% | Mar 2022 | ||
| Measured Wealth Private Client Group | 485k | $23M | 0% | Mar 2022 | ||
| Wealthcare Advisory Partners | 405k | $19M | 21% | Mar 2022 | ||
| ODonnell Financial Services | 388k | $18M | 4% | Dec 2021 | ||
| HighTower Advisors | 367k | $18M | 113% | Dec 2021 | ||
| Astor Investment Management | 366k | $18M | 100% | Dec 2021 | ||
| Frank. Day | 332k | $16M | 100% | Mar 2022 | ||
| AE Wealth Management | 331k | $17M | 138% | Dec 2021 | ||
| Financial Strategies Group | 320k | $15M | 13% | Mar 2022 | ||
| Great Valley Advisor Group | 319k | $15M | 12% | Mar 2022 | ||
| Mml Investors Services | 283k | $13M | 0% | Mar 2022 | ||
| Retirement Income Solutions | 267k | $13M | 4% | Mar 2022 | ||
| Windsor Capital Management | 253k | $13M | 2% | Dec 2021 | ||
| Moneta Group Investment Advisors | 245k | $12M | 9% | Mar 2022 | ||
| Commonwealth Equity Services | 244k | $12M | 26% | Mar 2022 | ||
| Lenox Wealth Advisors | 231k | $11M | -4% | Mar 2022 | ||
| Resources Investment Advisors | 219k | $10M | -1% | Mar 2022 | ||
| Western Wealth Management | 217k | $10M | 100% | Mar 2022 | ||
| Arq Wealth Advisors | 216k | $11M | -12% | Dec 2021 | ||
| Beacon Pointe Advisors | 211k | $9.9M | 10% | Mar 2022 | ||
| Jpmorgan Chase & Co | 208k | $9.8M | 100% | Mar 2022 | ||
| Veritable | 197k | $9.3M | 33% | Mar 2022 | ||
| Cahaba Wealth Management | 196k | $8.6M | 4% | Mar 2022 | ||
| Advance Capital Management | 192k | $9.1M | -5% | Mar 2022 | ||
| Detalus Advisors | 192k | $9.1M | 8% | Mar 2022 | ||
| Townsquare Capital | 187k | $8.8M | 0% | Mar 2022 | ||
| New Perspectives | 182k | $8.6M | 10% | Mar 2022 | ||
| Strategic Financial | 182k | $8.6M | -1% | Mar 2022 | ||
| Advisory Alpha | 176k | $8.3M | 8% | Mar 2022 | ||
| KWB Wealth | 173k | $8.6M | -1% | Mar 2022 | ||
| TPG Financial Advisors | 168k | $7.9M | 3% | Mar 2022 | ||
| Wrapmanager | 166k | $7.8M | -4% | Mar 2022 | ||
| Vivaldi Capital Management | 157k | $7.8M | -1% | Dec 2021 | ||
| Equitable Holdings | 156k | $7.3M | 20% | Mar 2022 | ||
| Hanson McClain Advisors | 156k | $7.3M | 100% | Mar 2022 | ||
| Wagner Bowman Management | 153k | $6.9M | 6% | Mar 2022 | ||
| Montz Harcus Wealth Management | 152k | $7.5M | 100% | Dec 2021 | ||
| Northwestern Mutual Wealth Management Company | 151k | $7.1M | 13% | Mar 2022 | ||
| Carroll Financial Associates | 149k | $7.4M | 20% | Dec 2021 | ||
| Flynn Zito Capital Management | 148k | $7.0M | 5% | Mar 2022 | ||
| Capital Investment Advisory Services | 148k | $7.0M | 17% | Mar 2022 | ||
| Private Wealth Group | 147k | $6.9M | -10% | Mar 2022 | ||
| D. J. St. Germain | 144k | $7.2M | 68% | Dec 2021 | ||
| Strategic Wealth Advisors | 137k | $6.5M | 4% | Mar 2022 | ||
| Capital Analysts | 133k | $6.6M | 0% | Dec 2021 | ||
| Richard P Slaughter Associates | 125k | $5.9M | 3% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 125k | $5.9M | 1% | Mar 2022 | ||
| Golden State Wealth Management | 122k | $5.8M | 44% | Mar 2022 | ||
| Goldman Sachs Group | 119k | $5.6M | 5% | Mar 2022 | ||
| Financial Advocates Investment Management | 115k | $5.4M | 13% | Mar 2022 | ||
| PSI Advisors | 115k | $5.4M | 9% | Mar 2022 | ||
| GSB Wealth Management | 114k | $5.4M | 24% | Mar 2022 | ||
| Garrett Investment Advisors | 112k | $5.3M | 9% | Mar 2022 | ||
| IAG Wealth Partners | 111k | $5.5M | -2% | Dec 2021 | ||
| IHT Wealth Management | 108k | $5.1M | 22% | Mar 2022 | ||
| Colton Groome Financial Advisors | 101k | $5.0M | 100% | Dec 2021 | ||
| Colony Group | 99k | $4.9M | 0% | Dec 2021 | ||
| SPC Financial | 96k | $4.5M | -14% | Mar 2022 | ||
| CX Institutional | 95k | $4.5M | -26% | Mar 2022 | ||
| NovaPoint Capital | 94k | $4.5M | -1% | Mar 2022 | ||
| Moisand Fitzgerald Tamayo | 92k | $4.3M | -31% | Mar 2022 | ||
| Pure Financial Advisors | 92k | $4.3M | 2% | Mar 2022 | ||
| JNBA Financial Advisors | 92k | $4.3M | -9% | Mar 2022 | ||
| Parsec Financial Management | 91k | $4.3M | -6% | Mar 2022 | ||
| Warren Street Wealth Advisors | 89k | $4.2M | 2% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 87k | $4.3M | 10% | Dec 2021 | ||
| Nicolet Advisory Services | 87k | $4.0M | -6% | Mar 2022 | ||
| GeoWealth Management | 86k | $4.1M | 242% | Mar 2022 | ||
| Walkner Condon Financial Advisors | 86k | $4.1M | 1468% | Mar 2022 | ||
| Northern Trust | 82k | $3.9M | 0% | Mar 2022 | ||
| Pecaut & Co. | 78k | $3.7M | 9% | Mar 2022 | ||
| Park Avenue Securities | 78k | $3.7M | 12% | Mar 2022 | ||
| Geneos Wealth Management | 76k | $3.6M | 24% | Mar 2022 | ||
| Wealth Management Group | 75k | $3.5M | 0% | Mar 2022 | ||
| Castleview Partners | 74k | $1.5M | 100% | Dec 2021 | ||
| Kohmann Bosshard Financial Services | 74k | $3.5M | -5% | Mar 2022 | ||
| Congress Wealth Management LLC / DE / | 73k | $3.7M | 100% | Dec 2021 | ||
| ARGI Investment Services | 73k | $3.5M | 4% | Mar 2022 | ||
| Centennial Wealth Advisory | 68k | $3.4M | 100% | Dec 2021 | ||
| Aspire Private Capital | 67k | $3.2M | 0% | Mar 2022 | ||
| Centaurus Financial | 67k | $3.2M | 6% | Mar 2022 | ||
| IFP Advisors | 65k | $3.3M | 20% | Dec 2021 | ||
| Annapolis Financial Services | 62k | $2.9M | 0% | Mar 2022 | ||
| Vista Investment Management | 62k | $2.9M | 2% | Mar 2022 | ||
| Sawtooth Asset Management | 59k | $2.8M | 100% | Mar 2022 | ||
| Larson Financial Group | 56k | $2.6M | 97% | Mar 2022 | ||
| IFG Advisory | 54k | $2.6M | 39% | Mar 2022 | ||
| Mjp Associates | 53k | $2.6M | 1% | Dec 2021 | ||
| Towercrest Capital Management | 51k | $2.4M | -5% | Mar 2022 | ||
| Goodman Financial | 50k | $2.4M | -1% | Mar 2022 | ||
| Advisor Resource Council | 50k | $2.4M | -83% | Mar 2022 | ||
| Modera Wealth Management | 49k | $2.3M | -8% | Mar 2022 | ||
| Edmonds Duncan Registered Investment Advisors | 49k | $2.3M | 5% | Mar 2022 | ||
| Arete Wealth Advisors | 47k | $2.2M | -2% | Mar 2022 | ||
| Financial Gravity Wealth | 45k | $2.0k | -13% | Mar 2022 | ||
| Integrated Wealth Concepts | 45k | $2.1M | -6% | Mar 2022 | ||
| Renaissance Technologies | 43k | $2.0M | 49% | Mar 2022 | ||
| Alliance Wealth Management | 43k | $2.0M | -5% | Mar 2022 | ||
| Stratos Wealth Advisors | 42k | $2.0M | 292% | Mar 2022 | ||
| PAX Financial Group | 41k | $1.9M | 4% | Mar 2022 | ||
| Atria Investments | 40k | $1.9M | 7% | Mar 2022 | ||
| Ascent Group | 38k | $1.8M | 2% | Mar 2022 | ||
| Baker Tilly Financial | 37k | $1.8M | 6% | Mar 2022 | ||
| Clear Perspective Advisors | 37k | $1.8M | 6% | Dec 2021 | ||
| USAdvisors Wealth Management | 35k | $1.6M | 12% | Mar 2022 | ||
| Range Financial Group | 35k | $1.6M | 100% | Mar 2022 | ||
| Astoria Portfolio Advisors | 35k | $1.6M | 30% | Mar 2022 | ||
| Change Path | 34k | $1.6M | 9% | Mar 2022 | ||
| Doyle Wealth Management | 34k | $1.6M | 0% | Mar 2022 | ||
| TRH Financial | 34k | $1.6M | -65% | Mar 2022 | ||
| Aldebaran Financial | 34k | $1.7M | 405% | Dec 2021 | ||
| Black Diamond Financial | 34k | $1.6M | 100% | Mar 2022 | ||
| Goss Wealth Management | 34k | $1.6M | 3% | Mar 2022 | ||
| Gladstone Institutional Advisory | 33k | $1.5M | 100% | Mar 2022 | ||
| Financial Counselors | 32k | $1.5M | 0% | Mar 2022 | ||
| Baltimore-Washington Financial Advisors | 32k | $1.5M | 2% | Mar 2022 | ||
| Truefg | 31k | $1.5M | 1% | Mar 2022 | ||
| Ieq Capital | 31k | $1.5M | 72% | Mar 2022 | ||
| Kestra Advisory Services | 30k | $1.4M | -53% | Mar 2022 | ||
| Outlook Wealth Advisors | 30k | $1.4M | -2% | Mar 2022 | ||
| Flagship Harbor Advisors | 30k | $1.4M | 562% | Mar 2022 | ||
| Financial Enhancement | 29k | $1.4M | 5% | Mar 2022 | ||
| McKinley Carter Wealth Services | 29k | $1.4M | -1% | Mar 2022 | ||
| Bank of New York Mellon | 28k | $1.3M | -18% | Mar 2022 | ||
| G&S Capital | 28k | $1.3M | 3% | Mar 2022 | ||
| Revolve Wealth Partners | 28k | $1.4M | 100% | Dec 2021 | ||
| Financial Consulate | 28k | $1.3M | -6% | Mar 2022 | ||
| Jacobi Capital Management | 28k | $1.3M | 22% | Mar 2022 | ||
| Cape Cod Five Cents Savings Bank | 27k | $1.3M | 100% | Mar 2022 | ||
| Alta Wealth Advisors | 26k | $1.2M | 100% | Mar 2022 | ||
| GPS Wealth Strategies Group | 26k | $1.2M | 5799% | Mar 2022 | ||
| Financial Engines Advisors L.L.C | 26k | $1.2M | 1% | Mar 2022 | ||
| Roundview Capital | 25k | $1.2M | -3% | Mar 2022 | ||
| Brookstone Capital Management | 23k | $1.0M | -53% | Mar 2022 | ||
| Jordan Park Group | 20k | $927k | -37% | Mar 2022 | ||
| CWM | 19k | $881k | -31% | Mar 2022 | ||
| Penobscot Wealth Management | 13k | $625k | -60% | Mar 2022 | ||
| Oarsman Capital | 6.4k | $304k | -83% | Mar 2022 | ||
| Running Point Capital Advisors | 2.4k | $121k | -93% | Dec 2021 | ||
Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of America Corporation | Dec 2021 | 312k | $16M |
| Founders Financial Securities | Sep 2021 | 295k | $14M |
| Sontag Advisory | Sep 2021 | 239k | $11M |
| Hanlon Investment Management | Dec 2021 | 165k | $8.2M |
| Bank Hapoalim Bm | Dec 2021 | 163k | $8.1M |
| Stratos Wealth Partners | Dec 2021 | 42k | $2.1M |
| SG Americas Securities | Dec 2021 | 26k | $1.3M |