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 | 66M | $3.5B | 6% | Mar 2024 |
|
| Betterment | 15M | $775M | 100% | Mar 2024 |
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| LPL Financial | 11M | $602M | 8% | Mar 2024 |
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| AlTi Global | 5.8M | $310M | -1% | Mar 2024 |
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| ValMark Advisers | 5.7M | $303M | 1% | Mar 2024 |
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| CWM | 4.8M | $256M | 11% | Mar 2024 |
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| Morgan Stanley | 3.1M | $165M | 17% | Mar 2024 |
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| Financial Gravity Wealth | 2.9M | $222M | 0% | Dec 2023 |
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| HighTower Advisors | 2.6M | $136M | 0% | Mar 2024 |
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| Bridgeworth | 1.7M | $82M | 0% | Dec 2023 |
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| RFG Advisory | 1.6M | $83M | 7% | Mar 2024 |
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| Bank of America Corporation | 1.5M | $78M | 406% | Mar 2024 |
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| Private Advisor | 1.1M | $61M | -1% | Mar 2024 |
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| Auto-Owners Insurance | 1.0M | $56M | 0% | Mar 2024 |
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| Advisor Group Holdings | 1.0M | $55M | 9% | Mar 2024 |
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| Great Valley Advisor Group | 905k | $48M | 16% | Mar 2024 |
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| Cornerstone Wealth Management | 867k | $46M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 840k | $45M | -1% | Mar 2024 |
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| Wealthcare Advisory Partners | 718k | $38M | 34% | Mar 2024 |
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| Waller Financial Planning Group | 694k | $34M | 1% | Dec 2023 |
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| Envestnet Asset Management | 671k | $36M | 7% | Mar 2024 |
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| Atlas Private Wealth Advisors | 639k | $34M | -43% | Mar 2024 |
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| Wells Fargo & Company | 630k | $34M | -25% | Mar 2024 |
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| Peterson Wealth Advisors | 614k | $33M | 2% | Mar 2024 |
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| AlphaStar Capital Management | 572k | $31M | -1% | Mar 2024 |
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| Royal Bank of Canada | 567k | $30M | -3% | Mar 2024 |
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| William Blair $ Company | 557k | $30M | 7% | Mar 2024 |
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| OneAscent Financial Services | 545k | $29M | -18% | Mar 2024 |
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| Good Life Advisors | 541k | $29M | 2% | Mar 2024 |
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| Hills Bank And Trust Company | 504k | $27M | 64% | Mar 2024 |
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| JNBA Financial Advisors | 487k | $26M | 453% | Mar 2024 |
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| Global Retirement Partners | 483k | $26M | 10% | Mar 2024 |
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| Assetmark | 480k | $26M | -14% | Mar 2024 |
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| HHM Wealth Advisors | 480k | $26M | 1370123% | Mar 2024 |
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| Ameriprise Financial | 476k | $26M | -21% | Mar 2024 |
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| First National Trust Company | 474k | $25M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 431k | $23M | 5% | Mar 2024 |
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| Monticello Wealth Management | 415k | $22M | 69% | Mar 2024 |
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| UBS Group | 388k | $21M | -20% | Mar 2024 |
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| Garrett Investment Advisors | 384k | $21M | 5% | Mar 2024 |
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| Financial Strategies Group | 366k | $19M | -8% | Mar 2024 |
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| CI Private Wealth | 354k | $19M | 5% | Mar 2024 |
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| Reston Wealth Management | 353k | $19M | 0% | Mar 2024 |
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| Fifth Third Bancorp | 348k | $19M | 7% | Mar 2024 |
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| Pinkerton Retirement Specialists | 348k | $19M | 100% | Mar 2024 |
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| TLWM | 347k | $19M | 0% | Mar 2024 |
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| Retirement Planning Group | 345k | $18M | 10% | Mar 2024 |
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| Measured Wealth Private Client Group | 341k | $18M | -26% | Mar 2024 |
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| Cahaba Wealth Management | 307k | $16M | 1% | Mar 2024 |
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| Sollinda Capital Management | 305k | $16M | 100% | Mar 2024 |
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| North Star Asset Management | 296k | $16M | 86% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 284k | $15M | 45% | Mar 2024 |
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| Wealthquest | 281k | $15M | 2% | Mar 2024 |
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| Warren Averett Asset Management | 276k | $15M | 500% | Mar 2024 |
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| D. J. St. Germain | 259k | $13M | 13% | Dec 2023 |
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| Citizens & Northern Corporation | 256k | $14M | 48% | Mar 2024 |
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| Townsquare Capital | 255k | $14M | 15% | Mar 2024 |
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| Retirement Income Solutions | 251k | $13M | 2% | Mar 2024 |
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| Texas Permanent School Fund | 251k | $13M | -45% | Mar 2024 |
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| New Perspectives | 241k | $13M | 100% | Mar 2024 |
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| Envestnet Portfolio Solutions | 225k | $12M | 21% | Mar 2024 |
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| Strategic Financial | 218k | $11M | 3% | Dec 2023 |
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| Raymond James Financial Services Advisors | 209k | $11M | -47% | Mar 2024 |
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| Mariner Wealth Advisors | 207k | $11M | 11% | Mar 2024 |
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| Advance Capital Management | 203k | $11M | -17% | Mar 2024 |
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| Moneta Group Investment Advisors | 203k | $9.9M | -3% | Dec 2023 |
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| Trilogy Capital | 202k | $11M | 1% | Mar 2024 |
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| First International Bank & Trust | 200k | $11M | -57% | Mar 2024 |
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| Orion Portfolio Solutions | 199k | $11M | 243% | Mar 2024 |
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| Windsor Capital Management | 198k | $11M | -3% | Mar 2024 |
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| Geneos Wealth Management | 198k | $11M | -28% | Mar 2024 |
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| Western Wealth Management | 197k | $11M | -8% | Mar 2024 |
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| Sontag Advisory | 197k | $11M | -5% | Mar 2024 |
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| Hanson McClain Advisors | 193k | $10M | 6% | Mar 2024 |
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| Beacon Pointe Advisors | 192k | $9.4M | 1% | Dec 2023 |
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| Wagner Bowman Management | 188k | $10M | 3% | Mar 2024 |
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| Alta Wealth Advisors | 188k | $10M | 4% | Mar 2024 |
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| Impact Partnership Wealth | 186k | $9.9M | 25% | Mar 2024 |
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| Montz Harcus Wealth Management | 182k | $9.7M | 1% | Mar 2024 |
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| Syntegra Private Wealth Group | 181k | $9.6M | -87% | Mar 2024 |
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| KWB Wealth | 176k | $9.4M | -20% | Mar 2024 |
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| Citadel Advisors | 175k | $9.3M | 268% | Mar 2024 |
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| Stratos Wealth Partners | 173k | $9.2M | 31% | Mar 2024 |
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| Cambridge Investment Research Advisors | 170k | $9.1M | 26% | Mar 2024 |
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| Pachira Investments | 170k | $9.1M | -7% | Mar 2024 |
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| Pathstone Holdings | 165k | $8.8M | -3% | Mar 2024 |
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| Capital Investment Advisory Services | 163k | $8.7M | -32% | Mar 2024 |
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| Frank. Day | 163k | $8.7M | -3% | Mar 2024 |
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| PSI Advisors | 163k | $8.7M | -9% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 162k | $8.6M | 26% | Mar 2024 |
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| Executive Wealth Management | 160k | $8.5M | 228% | Mar 2024 |
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| Park Avenue Securities | 158k | $8.4M | 5% | Mar 2024 |
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| Private Wealth Group | 157k | $8.4M | 4% | Mar 2024 |
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| Symphony Financial | 156k | $8.3M | -1% | Mar 2024 |
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| IAG Wealth Partners | 155k | $8.3M | 7% | Mar 2024 |
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| Collaborative Wealth Managment | 147k | $7.8M | 8% | Mar 2024 |
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| Goss Wealth Management | 146k | $7.8M | 16% | Mar 2024 |
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| FF Advisors | 139k | $7.4M | 14% | Mar 2024 |
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| Integrated Wealth Concepts | 139k | $7.4M | -30% | Mar 2024 |
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| Wrapmanager | 138k | $7.4M | -10% | Mar 2024 |
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| Capital Analysts | 137k | $7.3M | 20% | Mar 2024 |
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| TPG Financial Advisors | 135k | $6.5M | 1% | Dec 2023 |
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| Pecaut & Co. | 132k | $7.1M | 2% | Mar 2024 |
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| Resources Investment Advisors | 132k | $7.0M | -13% | Mar 2024 |
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| Berkeley Capital Partners | 128k | $6.8M | 100% | Mar 2024 |
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| Perennial Investment Advisors | 124k | $6.6M | 285% | Mar 2024 |
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| Stewardship Advisors | 123k | $6.5M | 100% | Mar 2024 |
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| Northern Trust | 122k | $6.5M | -4% | Mar 2024 |
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| Cary Street Partners Asset Management | 120k | $6.4M | -44% | Mar 2024 |
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| Foundations Investment Advisors | 117k | $6.2M | 5% | Mar 2024 |
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| Marathon Strategic Advisors | 115k | $6.2M | 3% | Mar 2024 |
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| Jane Street | 115k | $6.2M | 427% | Mar 2024 |
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| Warren Street Wealth Advisors | 115k | $6.1M | 3% | Mar 2024 |
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| Financial Advocates Investment Management | 115k | $9.7M | 409% | Mar 2024 |
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| SPC Financial | 113k | $6.0M | 4% | Mar 2024 |
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| Vivaldi Capital Management | 110k | $5.8M | -1% | Mar 2024 |
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| Commonwealth Equity Services | 109k | $5.8M | -59% | Mar 2024 |
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| Walkner Condon Financial Advisors | 108k | $5.8M | 5% | Mar 2024 |
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| Merit Financial Group | 105k | $5.4M | 4% | Mar 2024 |
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| Raymond James & Associates | 105k | $5.6M | 15% | Mar 2024 |
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| Leicht Financial Planning & Wealth Management | 104k | $5.6M | -7% | Mar 2024 |
|
| Carnegie Capital Asset Management | 103k | $5.5M | 7% | Mar 2024 |
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| Vestmark Advisory Solutions | 100k | $5.3M | 100% | Mar 2024 |
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| Millington Financial Advisors | 100k | $5.3M | 5% | Mar 2024 |
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| Levy Wealth Management Group | 96k | $4.7M | 0% | Mar 2024 |
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| Arq Wealth Advisors | 92k | $4.5M | 4% | Dec 2023 |
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| Bensler | 92k | $4.9M | -1% | Mar 2024 |
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| Founders Financial Alliance | 92k | $4.9M | 1830% | Mar 2024 |
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| Goldman Sachs Group | 91k | $4.8M | -46% | Mar 2024 |
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| Oarsman Capital | 90k | $4.8M | 64% | Mar 2024 |
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| IFG Advisory | 87k | $4.7M | -16% | Mar 2024 |
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| Octavia Wealth Advisors | 86k | $4.6M | 621% | Mar 2024 |
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| Resonant Capital Advisors | 86k | $4.6M | -1% | Mar 2024 |
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| Anfield Capital Management | 85k | $4.5M | -47% | Mar 2024 |
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| Exchange Capital Management | 85k | $4.5M | 805% | Mar 2024 |
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| Colony | 82k | $4.4M | -2% | Mar 2024 |
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| HPM Partners | 82k | $4.3M | -2% | Mar 2024 |
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| Farther Finance Advisors | 77k | $4.1M | 50% | Mar 2024 |
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| Modera Wealth Management | 77k | $4.1M | -3% | Mar 2024 |
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| Ausdal Financial Partners | 73k | $3.9M | 1% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 73k | $3.9M | 100% | Mar 2024 |
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| Pure Financial Advisors | 72k | $3.8M | -2% | Mar 2024 |
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| Flagship Harbor Advisors | 71k | $3.8M | -37% | Mar 2024 |
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| Jpmorgan Chase & Co | 67k | $3.6M | 26% | Mar 2024 |
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| Vista Investment Management | 67k | $3.6M | 0% | Mar 2024 |
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| Stifel Financial | 65k | $3.4M | 14% | Mar 2024 |
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| Mjp Associates | 64k | $3.4M | 140% | Mar 2024 |
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| Advisor OS | 64k | $3.4M | 114% | Mar 2024 |
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| Atria Investments | 64k | $3.1M | 49% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 63k | $3.4M | -26% | Mar 2024 |
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| Annapolis Financial Services | 63k | $3.3M | -1% | Mar 2024 |
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| Strategic Financial Concepts | 58k | $3.1M | -14% | Mar 2024 |
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| NovaPoint Capital | 55k | $2.9M | -19% | Mar 2024 |
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| Aspire Private Capital | 54k | $2.9M | -20% | Mar 2024 |
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| Thrivent Financial for Lutherans | 52k | $2.8M | -62% | Mar 2024 |
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| AE Wealth Management | 29k | $1.5M | -94% | Mar 2024 |
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| Advisory Alpha | 17k | $924k | -91% | Mar 2024 |
|
| Advisor Resource Council | 11k | $537k | -95% | Mar 2024 |
|
Who sold out of SPDR DJ Wilshire Mid Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 688k | $30M |
| Astor Investment Management | Dec 2023 | 90k | $4.4M |