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 | 97M | $5.7B | 4% | Mar 2026 |
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| Betterment | 21M | $1.2B | 5% | Dec 2025 |
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| LPL Financial | 13M | $761M | 0% | Mar 2026 |
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| ValMark Advisers | 7.2M | $427M | 2% | Mar 2026 |
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| Envestnet Asset Management | 4.1M | $246M | 45% | Mar 2026 |
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| UBS Group | 3.8M | $227M | 163% | Mar 2026 |
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| Morgan Stanley | 3.8M | $225M | -61% | Mar 2026 |
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| CWM | 3.6M | $208M | -24% | Dec 2025 |
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| AlTi Global | 2.8M | $167M | -5% | Mar 2026 |
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| Facet Wealth | 2.6M | $153M | 3% | Mar 2026 |
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| HighTower Advisors | 2.0M | $118M | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.9M | $115M | -1% | Mar 2026 |
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| Bank of America Corporation | 1.9M | $114M | 100% | Mar 2026 |
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| First Command Advisory Services | 1.8M | $108M | 15% | Mar 2026 |
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| Mason Street Advisors | 1.6M | $93M | -2% | Mar 2026 |
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| Advisor Group Holdings | 1.5M | $89M | -1% | Dec 2025 |
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| Wells Fargo & Company | 1.4M | $86M | 20% | Mar 2026 |
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| United Capital Financial Advisers | 1.4M | $85M | 12% | Mar 2026 |
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| Hancock Prospecting Pty | 1.4M | $84M | 0% | Mar 2026 |
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| Auto-Owners Insurance | 1.3M | $79M | 0% | Mar 2026 |
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| Hills Bank And Trust Company | 1.3M | $77M | 1% | Mar 2026 |
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| Wealthcare Advisory Partners | 1.2M | $70M | 6% | Mar 2026 |
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| National Bank Of Canada /fi/ | 1.2M | $68M | 234100% | Dec 2025 |
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| Cornerstone Wealth Management | 1.1M | $66M | 0% | Mar 2026 |
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| Koss-Olinger Consulting | 1.1M | $63M | 20% | Mar 2026 |
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| Goldman Sachs Group | 921k | $55M | 2% | Mar 2026 |
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| PFG Financial Advisors | 916k | $54M | 4% | Mar 2026 |
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| Greenleaf Trust | 902k | $53M | 13% | Mar 2026 |
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| Royal Bank of Canada | 866k | $51M | 13% | Mar 2026 |
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| JNBA Financial Advisors | 851k | $50M | -4% | Mar 2026 |
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| Private Advisor | 846k | $50M | -3% | Mar 2026 |
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| William Blair $ Company | 839k | $50M | 21% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 825k | $49M | 49% | Mar 2026 |
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| HHM Wealth Advisors | 814k | $48M | 4% | Mar 2026 |
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| AlphaStar Capital Management | 808k | $48M | -15% | Mar 2026 |
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| Farther Finance Advisors | 797k | $48M | 19% | Mar 2026 |
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| Monticello Wealth Management | 757k | $45M | 2% | Mar 2026 |
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| Miracle Mile Advisors | 744k | $44M | 18% | Mar 2026 |
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| Great Valley Advisor Group | 738k | $44M | 8% | Mar 2026 |
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| Peterson Wealth Advisors | 731k | $43M | -1% | Mar 2026 |
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| Retirement Income Solutions | 717k | $43M | 2% | Mar 2026 |
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| Kuntz Lesher Capital | 679k | $40M | -5% | Mar 2026 |
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| Impact Partnership Wealth | 647k | $38M | 1% | Mar 2026 |
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| Equitable Holdings | 613k | $36M | 17% | Mar 2026 |
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| Oarsman Capital | 590k | $35M | 22% | Mar 2026 |
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| Atlas Private Wealth Advisors | 550k | $33M | 0% | Mar 2026 |
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| Texas Permanent School Fund | 521k | $31M | -83% | Mar 2026 |
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| BlackRock | 508k | $30M | 100% | Mar 2026 |
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| Raymond James Financial | 504k | $29M | 19% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 499k | $30M | 6% | Mar 2026 |
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| CI Private Wealth | 481k | $28M | 2% | Mar 2026 |
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| Envestnet Portfolio Solutions | 478k | $28M | 10% | Mar 2026 |
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| TSG Advice Partners | 476k | $28M | 100% | Mar 2026 |
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| Cahaba Wealth Management | 470k | $28M | 4% | Mar 2026 |
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| Global Retirement Partners | 469k | $27M | -2% | Dec 2025 |
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| Mml Investors Services | 462k | $27M | -7% | Mar 2026 |
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| Assetmark | 443k | $26M | 4% | Mar 2026 |
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| Financial Strategies Group | 430k | $28M | 7% | Mar 2026 |
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| D. J. St. Germain | 422k | $25M | -5% | Mar 2026 |
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| Warren Averett Asset Management | 416k | $24M | 16% | Dec 2025 |
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| First National Trust Company | 407k | $24M | 0% | Mar 2026 |
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| Penserra Capital Management | 407k | $24M | 47% | Mar 2026 |
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| Integrity Advisory Solutions | 404k | $24M | 2% | Mar 2026 |
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| Oakmont Partners | 403k | $24M | 13% | Mar 2026 |
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| Thrivent Financial for Lutherans | 401k | $24M | -40% | Mar 2026 |
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| Sun Life Financial | 398k | $24M | 100% | Mar 2026 |
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| HPM Partners | 388k | $23M | 169% | Mar 2026 |
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| OneAscent Financial Services | 386k | $23M | 100% | Mar 2026 |
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| Rockefeller Capital Management | 384k | $23M | 12% | Mar 2026 |
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| Ellenbecker Investment Group | 382k | $23M | 10% | Mar 2026 |
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| Octavia Wealth Advisors | 365k | $22M | 90% | Mar 2026 |
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| AQR Capital Management | 363k | $22M | 95% | Mar 2026 |
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| RFG Advisory | 348k | $21M | -9% | Mar 2026 |
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| Reston Wealth Management | 342k | $20M | -11% | Mar 2026 |
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| Independent Advisor Alliance | 337k | $20M | 544% | Mar 2026 |
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| Evermay Wealth Management | 331k | $20M | 8% | Mar 2026 |
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| Crews Bank & Trust | 328k | $19M | -4% | Mar 2026 |
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| Marathon Strategic Advisors | 327k | $19M | 8% | Mar 2026 |
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| Geneos Wealth Management | 326k | $19M | 4% | Mar 2026 |
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| Mariner Wealth Advisors | 304k | $18M | -3% | Mar 2026 |
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| Savant Capital Management | 301k | $18M | -4% | Mar 2026 |
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| Financial Gravity Wealth | 299k | $18M | 4% | Mar 2026 |
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| Shepherd Financial Partners | 296k | $18M | -2% | Mar 2026 |
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| Alta Wealth Advisors | 295k | $17M | 7% | Mar 2026 |
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| New Perspectives | 292k | $17M | 3% | Mar 2026 |
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| CIBC Bancorp USA | 291k | $17M | 100% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 286k | $17M | 4% | Mar 2026 |
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| Gladstone Institutional Advisory | 286k | $17M | 3% | Mar 2026 |
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| Fifth Third Bancorp | 284k | $17M | 23% | Mar 2026 |
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| Hanson McClain Advisors | 281k | $16M | 9% | Dec 2025 |
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| Summit Trail Advisors | 276k | $16M | -5% | Mar 2026 |
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| Cetera Investment Advisers | 275k | $16M | 3% | Mar 2026 |
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| Coldstream Capital Management | 269k | $16M | 2% | Mar 2026 |
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| Venture Visionary Partners | 266k | $16M | 2594% | Mar 2026 |
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| Ameriprise Financial | 261k | $15M | -11% | Mar 2026 |
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| Lido Advisors | 256k | $15M | 7% | Mar 2026 |
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| North Star Asset Management | 255k | $15M | -4% | Mar 2026 |
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| Montz Harcus Wealth Management | 240k | $14M | 3% | Mar 2026 |
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| Citizens & Northern Corporation | 239k | $14M | 1% | Mar 2026 |
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| Cascade Financial Partners | 238k | $14M | 4% | Mar 2026 |
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| Bensler | 236k | $14M | 2% | Mar 2026 |
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| IAG Wealth Partners | 230k | $14M | 1% | Mar 2026 |
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| Higgins & Schmidt Wealth Strategies | 222k | $13M | 2% | Mar 2026 |
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| Colony | 222k | $13M | 45% | Dec 2025 |
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| TPG Financial Advisors | 221k | $13M | 7% | Mar 2026 |
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| Western Wealth Management | 216k | $13M | 19% | Mar 2026 |
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| Wagner Bowman Management | 212k | $13M | 1% | Mar 2026 |
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| Moneta Group Investment Advisors | 205k | $12M | -2% | Mar 2026 |
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| Wrapmanager | 202k | $12M | 4% | Mar 2026 |
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| Stewardship Advisors | 199k | $12M | 3% | Mar 2026 |
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| My Portfolio Guide | 198k | $12M | 100% | Mar 2026 |
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| Retirement Financial Solutions | 193k | $11M | -48% | Mar 2026 |
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| Wealth Management Resources | 189k | $11M | 1% | Mar 2026 |
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| FF Advisors | 188k | $12M | 8% | Mar 2026 |
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| PSI Advisors | 186k | $11M | -6% | Dec 2025 |
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| Sanctuary Advisors | 184k | $11M | 0% | Mar 2026 |
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| Goss Wealth Management | 183k | $11M | 0% | Mar 2026 |
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| XY Planning Network | 179k | $11M | 7% | Mar 2026 |
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| Collaborative Wealth Managment | 175k | $10M | 0% | Mar 2026 |
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| Austin Private Wealth | 173k | $10M | 6% | Dec 2025 |
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| Lumbard Investment Counseling | 173k | $10M | 1% | Mar 2026 |
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| Zhang Financial | 172k | $10M | -2% | Mar 2026 |
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| Garrett Investment Advisors | 169k | $10M | 0% | Mar 2026 |
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| Waller Financial Planning Group | 169k | $10M | -15% | Mar 2026 |
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| Warren Street Wealth Advisors | 169k | $10M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 167k | $9.9M | -11% | Mar 2026 |
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| Integrated Wealth Concepts | 167k | $9.9M | 93% | Mar 2026 |
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| Pathstone Holdings | 166k | $9.8M | 1% | Mar 2026 |
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| Windsor Capital Management | 163k | $9.6M | -3% | Mar 2026 |
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| Nottingham Advisors | 162k | $9.6M | 26% | Mar 2026 |
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| Louisiana State Employees Retirement System | 161k | $9.6M | 26% | Mar 2026 |
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| Sontag Advisory | 151k | $8.9M | -3% | Mar 2026 |
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| Berkeley Capital Partners | 146k | $8.6M | 2% | Mar 2026 |
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| Milestone Group | 143k | $8.4M | 0% | Mar 2026 |
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| Millington Financial Advisors | 140k | $8.9M | 1% | Mar 2026 |
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| Northern Trust | 137k | $8.0M | -24% | Dec 2025 |
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| AlphaCore Capital | 137k | $8.1M | -12% | Mar 2026 |
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| Carnegie Capital Asset Management | 133k | $7.9M | 1% | Mar 2026 |
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| Vivaldi Capital Management | 133k | $7.7M | 11% | Dec 2025 |
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| CLS Investments | 132k | $7.8M | -4% | Mar 2026 |
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| Inspire Trust | 131k | $7.7M | 5% | Mar 2026 |
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| Gradient Investments | 129k | $7.7M | 18% | Mar 2026 |
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| Private Wealth Group | 128k | $7.6M | 1% | Mar 2026 |
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| AF Advisors | 128k | $7.6M | 0% | Mar 2026 |
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| Chicago Partners Investment | 128k | $8.1M | 2% | Mar 2026 |
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| IHT Wealth Management | 127k | $7.4M | 4% | Dec 2025 |
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| Stratos Wealth Partners | 125k | $7.4M | 1% | Mar 2026 |
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| KWB Wealth | 122k | $7.1M | 0% | Mar 2026 |
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| California Capital Advisors | 121k | $7.2M | 100% | Mar 2026 |
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| Resources Investment Advisors | 121k | $7.1M | -3% | Mar 2026 |
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| Abound Financial | 117k | $6.9M | -9% | Mar 2026 |
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| Commonwealth Equity Services | 116k | $6.9M | -4% | Mar 2026 |
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| Modera Wealth Management | 107k | $6.3M | -12% | Mar 2026 |
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| Advance Capital Management | 97k | $5.7M | -58% | Mar 2026 |
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| Branch Banking & Trust Company | 84k | $4.9M | -45% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 969.00 | $57k | -100% | Mar 2026 |
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Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 464k | $28M |
| Park Avenue Securities | Dec 2025 | 218k | $13M |
| Jpmorgan Chase & Co | Sep 2025 | 167k | $9.6M |