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 | Actions |
---|---|---|---|---|---|
Creative Planning | 80M | $4.1B | 4% | Mar 2025 |
|
Betterment | 18M | $981M | 4% | Dec 2024 |
|
LPL Financial | 13M | $670M | 2% | Mar 2025 |
|
CWM | 6.6M | $337M | 15% | Mar 2025 |
|
ValMark Advisers | 6.4M | $326M | 6% | Mar 2025 |
|
AlTi Global | 5.3M | $273M | -1% | Mar 2025 |
|
Texas Permanent School Fund | 3.0M | $163M | 199% | Dec 2024 |
|
Hancock Prospecting Pty | 2.9M | $147M | 100% | Mar 2025 |
|
HighTower Advisors | 2.8M | $153M | 3% | Dec 2024 |
|
Facet Wealth | 2.5M | $127M | -4% | Mar 2025 |
|
Morgan Stanley | 2.2M | $122M | 100% | Dec 2024 |
|
Envestnet Asset Management | 2.1M | $110M | 27% | Mar 2025 |
|
RFG Advisory | 1.9M | $97M | 11% | Mar 2025 |
|
Atlas Private Wealth Advisors | 1.5M | $75M | 12% | Mar 2025 |
|
Bank of America Corporation | 1.5M | $80M | 228% | Dec 2024 |
|
Goldman Sachs Group | 1.4M | $74M | 345% | Mar 2025 |
|
Advisor Group Holdings | 1.4M | $73M | 46% | Mar 2025 |
|
Private Advisor | 1.2M | $60M | -8% | Mar 2025 |
|
Northwestern Mutual Wealth Management Company | 1.1M | $62M | -5% | Dec 2024 |
|
UBS Group | 1.1M | $56M | 176% | Mar 2025 |
|
Cornerstone Wealth Management | 1.0M | $53M | 4% | Mar 2025 |
|
First Command Advisory Services | 954k | $49M | 18% | Mar 2025 |
|
Mbb Public Markets I | 942k | $48M | 77% | Mar 2025 |
|
Wealthcare Advisory Partners | 938k | $48M | 5% | Mar 2025 |
|
Mason Street Advisors | 928k | $48M | 14% | Mar 2025 |
|
Koss-Olinger Consulting | 868k | $44M | 3% | Mar 2025 |
|
Wealth Enhancement Advisory Services | 839k | $43M | 2% | Mar 2025 |
|
JNBA Financial Advisors | 833k | $43M | 9% | Mar 2025 |
|
HHM Wealth Advisors | 812k | $42M | 40% | Mar 2025 |
|
AlphaStar Capital Management | 752k | $39M | 9% | Mar 2025 |
|
Good Life Advisors | 740k | $38M | 4% | Mar 2025 |
|
Royal Bank of Canada | 732k | $38M | 11% | Mar 2025 |
|
William Blair $ Company | 692k | $35M | 1% | Mar 2025 |
|
Peterson Wealth Advisors | 686k | $32M | 2% | Mar 2025 |
|
Wells Fargo & Company | 654k | $33M | -6% | Mar 2025 |
|
Great Valley Advisor Group | 639k | $33M | -51% | Mar 2025 |
|
Savant Capital Management | 624k | $32M | -32% | Mar 2025 |
|
Hills Bank And Trust Company | 608k | $31M | 7% | Mar 2025 |
|
Monticello Wealth Management | 567k | $29M | 9% | Mar 2025 |
|
Waller Financial Planning Group | 564k | $29M | -17% | Mar 2025 |
|
Sun Life Financial | 491k | $25M | 100% | Mar 2025 |
|
Ameriprise Financial | 487k | $25M | 10% | Mar 2025 |
|
Kuntz Lesher Capital | 481k | $25M | 135% | Mar 2025 |
|
Global Retirement Partners | 476k | $26M | -13% | Dec 2024 |
|
Impact Partnership Wealth | 450k | $23M | 29% | Mar 2025 |
|
Assetmark | 439k | $24M | -5% | Dec 2024 |
|
OneAscent Financial Services | 427k | $22M | -2% | Mar 2025 |
|
Farther Finance Advisors | 421k | $22M | 34% | Mar 2025 |
|
Equitable Holdings | 416k | $23M | 14% | Dec 2024 |
|
CI Private Wealth | 389k | $20M | 1% | Mar 2025 |
|
Fifth Third Bancorp | 387k | $20M | 8% | Mar 2025 |
|
United Capital Financial Advisers | 387k | $20M | 532% | Mar 2025 |
|
Crews Bank & Trust | 380k | $20M | 1% | Mar 2025 |
|
Gerber Kawasaki Wealth & Investment Management | 374k | $20M | 6% | Dec 2024 |
|
Envestnet Portfolio Solutions | 369k | $19M | 2% | Mar 2025 |
|
First National Trust Company | 369k | $19M | 0% | Mar 2025 |
|
Financial Strategies Group | 368k | $18M | 1% | Mar 2025 |
|
Reston Wealth Management | 358k | $18M | 0% | Mar 2025 |
|
D. J. St. Germain | 354k | $18M | 8% | Mar 2025 |
|
TLWM | 354k | $19M | 1% | Dec 2024 |
|
Mml Investors Services | 351k | $19M | 7% | Dec 2024 |
|
Summit Trail Advisors | 335k | $17M | -1% | Mar 2025 |
|
Cahaba Wealth Management | 323k | $17M | 2% | Mar 2025 |
|
North Star Asset Management | 317k | $16M | -11% | Mar 2025 |
|
Raymond James Financial | 307k | $16M | 14% | Mar 2025 |
|
Warren Averett Asset Management | 302k | $17M | 4% | Dec 2024 |
|
Auto-Owners Insurance | 298k | $107M | -78% | Mar 2025 |
|
Penserra Capital Management | 294k | $15M | 100% | Mar 2025 |
|
Citizens & Northern Corporation | 291k | $15M | 4% | Mar 2025 |
|
Mariner Wealth Advisors | 278k | $14M | 57% | Mar 2025 |
|
Shepherd Financial Partners | 275k | $14M | 2555% | Mar 2025 |
|
Geneos Wealth Management | 259k | $13M | 10% | Mar 2025 |
|
New Perspectives | 270k | $14M | 3% | Mar 2025 |
|
Sollinda Capital Management | 268k | $14M | -5% | Mar 2025 |
|
Rockefeller Capital Management | 267k | $15M | 188% | Dec 2024 |
|
Financial Gravity Wealth | 264k | $14M | 100% | Mar 2025 |
|
Cetera Investment Advisers | 248k | $14M | -6% | Dec 2024 |
|
Advisor Resource Council | 244k | $12M | 100% | Mar 2025 |
|
Evermay Wealth Management | 239k | $12M | 15% | Mar 2025 |
|
Ellenbecker Investment Group | 238k | $12M | 83% | Mar 2025 |
|
Financial Gravity Companies | 238k | $13M | 5% | Dec 2024 |
|
Townsquare Capital | 236k | $12M | 1% | Mar 2025 |
|
Oakmont Partners | 227k | $12M | 249% | Mar 2025 |
|
Alta Wealth Advisors | 217k | $11M | 3% | Mar 2025 |
|
Retirement Income Solutions | 217k | $12M | 12% | Dec 2024 |
|
Advance Capital Management | 217k | $11M | 3% | Mar 2025 |
|
Montz Harcus Wealth Management | 214k | $11M | 3% | Mar 2025 |
|
Hanson McClain Advisors | 214k | $11M | -12% | Mar 2025 |
|
Nelson, Van Denburg & Campbell Wealth Management | 213k | $11M | 6% | Mar 2025 |
|
Wagner Bowman Management | 210k | $11M | 2% | Mar 2025 |
|
Moneta Group Investment Advisors | 208k | $11M | 8% | Mar 2025 |
|
Exchange Capital Management | 206k | $11M | 9% | Mar 2025 |
|
Higgins & Schmidt Wealth Strategies | 204k | $11M | 4% | Mar 2025 |
|
Goss Wealth Management | 204k | $11M | 8% | Dec 2024 |
|
Syntegra Private Wealth Group | 203k | $10M | 20% | Mar 2025 |
|
Cascade Financial Partners | 203k | $10M | 5% | Mar 2025 |
|
IAG Wealth Partners | 197k | $10M | 8% | Mar 2025 |
|
Louisiana State Employees Retirement System | 196k | $10M | -10% | Mar 2025 |
|
Wrapmanager | 194k | $9.9M | 3% | Mar 2025 |
|
PSI Advisors | 192k | $9.8M | 4% | Mar 2025 |
|
Western Wealth Management | 191k | $9.8M | -17% | Mar 2025 |
|
Park Avenue Securities | 190k | $9.7M | 3% | Mar 2025 |
|
TPG Financial Advisors | 189k | $9.7M | 24% | Mar 2025 |
|
Bensler | 189k | $9.7M | 14% | Mar 2025 |
|
Orion Portfolio Solutions | 187k | $10M | 0% | Dec 2024 |
|
Trilogy Capital | 180k | $9.8M | 3% | Dec 2024 |
|
Beacon Pointe Advisors | 180k | $9.8M | -3% | Dec 2024 |
|
Lumbard Investment Counseling | 177k | $9.1M | 73% | Mar 2025 |
|
Windsor Capital Management | 176k | $9.0M | -3% | Mar 2025 |
|
Octavia Wealth Advisors | 172k | $8.8M | 20% | Mar 2025 |
|
Collaborative Wealth Managment | 170k | $8.7M | 1% | Mar 2025 |
|
Wealth Management Resources | 167k | $8.5M | 1% | Mar 2025 |
|
Sontag Advisory | 164k | $8.4M | -1% | Mar 2025 |
|
Sanctuary Advisors | 163k | $9.3M | 7% | Dec 2024 |
|
Pachira Investments | 162k | $8.2M | -2% | Mar 2025 |
|
Marathon Strategic Advisors | 161k | $8.2M | 10% | Mar 2025 |
|
Pathstone Holdings | 161k | $8.2M | -3% | Mar 2025 |
|
Private Wealth Group | 159k | $8.1M | 0% | Mar 2025 |
|
Garrett Investment Advisors | 158k | $8.1M | 3% | Mar 2025 |
|
Cambridge Investment Research Advisors | 158k | $8.1M | 0% | Mar 2025 |
|
Pinkerton Retirement Specialists | 156k | $8.0M | -17% | Mar 2025 |
|
Pecaut & Co. | 154k | $7.9M | 3% | Mar 2025 |
|
Capital Analysts | 153k | $8.4M | 0% | Dec 2024 |
|
Frank. Day | 145k | $7.9M | -5% | Dec 2024 |
|
KWB Wealth | 144k | $7.9M | -8% | Mar 2025 |
|
FF Advisors | 143k | $7.3M | 10% | Mar 2025 |
|
Zhang Financial | 143k | $7.3M | 23% | Mar 2025 |
|
Capital Investment Advisory Services | 140k | $7.1M | 7% | Mar 2025 |
|
Gladstone Institutional Advisory | 139k | $7.6M | 46% | Dec 2024 |
|
Commonwealth Equity Services | 138k | $7.5M | 10% | Dec 2024 |
|
Carnegie Capital Asset Management | 134k | $6.1M | 10% | Mar 2025 |
|
Warren Street Wealth Advisors | 133k | $6.8M | 5% | Mar 2025 |
|
Perennial Investment Advisors | 132k | $7.2M | -2% | Dec 2024 |
|
Berkeley Capital Partners | 132k | $6.8M | 0% | Mar 2025 |
|
Modera Wealth Management | 128k | $6.6M | -5% | Mar 2025 |
|
IHT Wealth Management | 124k | $6.8M | 4% | Dec 2024 |
|
Millington Financial Advisors | 123k | $5.9M | 3% | Mar 2025 |
|
Jpmorgan Chase & Co | 123k | $6.3M | -13% | Mar 2025 |
|
Integrated Wealth Concepts | 122k | $6.7M | 10% | Dec 2024 |
|
SPC Financial | 122k | $6.2M | 3% | Mar 2025 |
|
Abound Financial | 121k | $6.2M | 100% | Mar 2025 |
|
Bank Of Oklahoma National Association / | 121k | $6.2M | 2% | Mar 2025 |
|
Oarsman Capital | 120k | $6.6M | 10% | Dec 2024 |
|
Stratos Wealth Partners | 120k | $6.1M | -1% | Mar 2025 |
|
Advisor OS | 119k | $6.2M | 48% | Mar 2025 |
|
Mjp Associates | 119k | $6.1M | 53% | Mar 2025 |
|
Resources Investment Advisors | 118k | $6.1M | -5% | Mar 2025 |
|
Arq Wealth Advisors | 112k | $5.7M | -5% | Mar 2025 |
|
Hm Payson & Co | 109k | $5.6M | 0% | Mar 2025 |
|
Northern Trust | 109k | $5.6M | -8% | Mar 2025 |
|
Measured Wealth Private Client Group | 104k | $5.3M | -58% | Mar 2025 |
|
First International Bank & Trust | 80k | $4.1M | -59% | Mar 2025 |
|
Flagship Harbor Advisors | 74k | $3.8M | -47% | Mar 2025 |
|
Walkner Condon Financial Advisors | 52k | $2.7M | -55% | Mar 2025 |
|
Independent Advisor Alliance | 17k | $880k | -96% | Mar 2025 |
|
Thrivent Financial for Lutherans | 16k | $959k | -86% | Mar 2025 |
|
Foundations Investment Advisors | 4.5k | $229k | -97% | Mar 2025 |
|
Who sold out of SPDR DJ Wilshire Mid Cap?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Symphony Financial | Dec 2024 | 198k | $11M |