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