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

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 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of SPDR DJ Wilshire Mid Cap? |
||||||
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 |