Who owns SPDR DJ Wilshire Small Cap Growth?

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Analyze quarterly positions in SPDR DJ Wilshire Small Cap Growth with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR DJ Wilshire Small Cap Growth stock

Who bought or sold SPDR DJ Wilshire Small Cap Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Citigroup 1.6M $132M 100% Dec 2023
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Bank of America Corporation 1.4M $118M 4% Dec 2023
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Signature Estate and Investment Advisors 644k $54M 3% Dec 2023
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Haverford Trust Company 566k $47M -19% Dec 2023
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Stifel Financial 527k $44M 64% Dec 2023
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Assetmark 443k $37M -2% Dec 2023
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Rodgers & Associates 401k $34M 4% Dec 2023
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Benjamin F. Edwards & Company 371k $31M 58% Dec 2023
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Townsquare Capital 366k $31M 9% Dec 2023
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Savant Capital Management 342k $29M -1% Dec 2023
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Tradewinds Capital Management 333k $29M 100% Mar 2024
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Redwood Investment Management 299k $25M 103% Dec 2023
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Wells Fargo & Company 298k $25M -10% Dec 2023
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NorthRock Partners 292k $25M -5% Dec 2023
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Financial Advisory Service 286k $24M -2% Dec 2023
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Krilogy Financial 261k $23M 1% Mar 2024
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Commonwealth Equity Services 254k $21M 1% Dec 2023
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GHP Investment Advisors 226k $20M 1% Mar 2024
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Aire Advisors 222k $19M -2% Dec 2023
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ERTS Wealth Advisors 219k $19M 1% Mar 2024
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AE Wealth Management 214k $18M -4% Dec 2023
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KWB Wealth 203k $18M -3% Mar 2024
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WCG Wealth Advisors 194k $16M -14% Dec 2023
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Mariner Wealth Advisors 180k $15M 11% Dec 2023
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Klingman & Associates 179k $15M 6% Dec 2023
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UBS Group 174k $15M 12% Dec 2023
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First National Trust Company 167k $15M -10% Mar 2024
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Advisor Group Holdings 162k $14M -4% Dec 2023
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Private Advisor 144k $12M -2% Dec 2023
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Tiaa Trust, National Association 133k $11M -3% Dec 2023
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Mather Group 127k $11M -1% Mar 2024
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Raymond James Financial Services Advisors 122k $11M -48% Mar 2024
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Tradition Wealth Management 119k $10M -51% Dec 2023
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HighTower Advisors 119k $10M 29% Dec 2023
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Optimist Retirement Group 118k $9.8M 100% Dec 2023
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Branch Banking & Trust Company 110k $9.2M 11% Dec 2023
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Wealthcare Advisory Partners 105k $9.1M 15% Mar 2024
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Kades & Cheifetz 102k $8.5M -1% Dec 2023
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Rainey & Randall Investment Management 101k $8.8M 6% Mar 2024
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Grey Fox Wealth Advisors 95k $8.2M 11% Mar 2024
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Financial Consulate 93k $8.1M 7% Mar 2024
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Honkamp Krueger Financial Services 89k $7.5M -1% Dec 2023
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Cambridge Investment Research Advisors 88k $7.6M 12% Mar 2024
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Ethos Financial Group 81k $6.8M 100% Dec 2023
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Krasney Financial 81k $7.0M -6% Mar 2024
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Level Four Advisory Services 76k $6.4M 3% Dec 2023
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McAdam 74k $6.4M -2% Mar 2024
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Oakmont Partners 73k $6.3M 100% Mar 2024
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Ledge Wealth Management 71k $5.9M 82% Dec 2023
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Financial Strategies Group 70k $6.0M -4% Mar 2024
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JNBA Financial Advisors 70k $6.1M -25% Mar 2024
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Financial Security Advisor 68k $5.9M -1% Mar 2024
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Royal Bank of Canada 68k $5.7M -24% Dec 2023
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Key FInancial 67k $5.6M 9% Dec 2023
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Diversified 67k $5.6M -34% Dec 2023
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Denver Wealth Management 65k $5.7M -33% Mar 2024
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M^T Bank Corporation 62k $5.2M -17% Dec 2023
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Charles Schwab Investment Management 60k $5.0M -10% Dec 2023
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BIP Wealth 60k $5.0M 9% Dec 2023
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Marietta Wealth Management 59k $5.1M 3% Mar 2024
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Pacific Sun Financial Corp 56k $4.7M -1% Dec 2023
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ERn Financial 56k $4.9M -4% Mar 2024
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Emerald Investment Partners 54k $4.5M 1% Dec 2023
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Wealth Enhancement Advisory Services 54k $4.7M 4% Mar 2024
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Strategies Wealth Advisors 52k $4.6M -1% Mar 2024
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Barrett & Company 52k $4.5M -2% Mar 2024
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Pinnacle Financial Partners 52k $4.3M -7% Dec 2023
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Blue Barn Wealth 51k $4.2M 5% Dec 2023
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Waller Financial Planning Group 50k $4.2M 0% Dec 2023
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Fragasso 50k $4.3M -1% Mar 2024
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Taylor, Cottrill, Erickson & Associates 49k $4.1M -2% Dec 2023
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Moneta Group Investment Advisors 48k $4.0M -7% Dec 2023
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Baird Financial 48k $4.0M 18% Dec 2023
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Integrity Wealth Solutions 48k $4.2M 3% Mar 2024
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Pinnacle Family Advisors 47k $4.0M 100% Dec 2023
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Spire Wealth Management 45k $3.9M -6% Mar 2024
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Steward Partners Investment Advisory 45k $3.8M 69% Dec 2023
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MONECO Advisors 45k $3.9M 37% Mar 2024
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CI Private Wealth 44k $3.7M 1206% Dec 2023
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Prestige Wealth Management Group 43k $3.8M 0% Mar 2024
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New England Capital Financial Advisors 43k $3.6M 0% Dec 2023
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Pathstone Holdings 38k $3.2M 100% Dec 2023
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Creative Planning 38k $3.2M -15% Dec 2023
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Strategic Advocates 36k $3.2M -72% Mar 2024
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CWM 36k $3.1M 16% Mar 2024
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Probity Advisors 34k $2.9M 1% Dec 2023
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Kingsview Wealth Management 34k $2.9M -7% Dec 2023
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Sugarloaf Wealth Management 34k $3.0M 56820% Mar 2024
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EisnerAmper Wealth Management Corporate Benefits 33k $2.8M -9% Dec 2023
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Geneos Wealth Management 33k $2.7M 8% Dec 2023
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Harbour Investments 31k $2.6M -3% Dec 2023
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Ameritas Advisory Services 29k $2.5M -5% Dec 2023
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Focus Financial Network 29k $2.3M 100% Mar 2024
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Focus Financial Network 28k $2.4M 100% Dec 2023
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Bristlecone Advisors 28k $2.4M 10% Mar 2024
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Gladstone Institutional Advisory 28k $2.3M 2% Dec 2023
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Portside Wealth Group 28k $2.4M 8% Mar 2024
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Advisor OS 27k $2.3M -10% Dec 2023
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CarsonAllaria Wealth Management 27k $2.2M -1% Dec 2023
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Balanced Wealth Group 27k $2.2M 100% Dec 2023
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Mutual Advisors 27k $2.2M 20% Dec 2023
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Sage Financial 26k $2.2M 6% Dec 2023
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D.A. Davidson & Co. 25k $2.1M -2% Dec 2023
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Jpmorgan Chase & Co 24k $2.0M 261% Dec 2023
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Colony 24k $2.0M 100% Dec 2023
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Chicago Partners Investment 22k $1.9M 17% Mar 2024
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Stillwater Capital Advisors 22k $1.9M -2% Mar 2024
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Quent Capital 22k $1.8M 79% Dec 2023
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Mercer Global Advisors 22k $1.8M 2% Dec 2023
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Burney Co/ 22k $1.8M 30% Dec 2023
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Pensionmark Financial Group 21k $1.8M 1% Dec 2023
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Larson Financial Group 21k $1.7M 2% Dec 2023
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Diligent Investors 21k $1.7M -13% Dec 2023
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Atria Wealth Solutions 21k $1.7M 13% Dec 2023
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Laidlaw Wealth Management 20k $1.7M -31% Dec 2023
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Stratos Wealth Partners 20k $1.7M -70% Mar 2024
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Parkside Financial Bank & Trust 20k $1.6M 872% Dec 2023
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Financial Advisors Network 19k $1.6M -6% Dec 2023
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Corrigan Financial 19k $1.7M -1% Mar 2024
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Palisades Hudson Asset Management 19k $1.6M 0% Dec 2023
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Twelve Points Wealth Management 19k $1.6M 0% Mar 2024
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Octavia Wealth Advisors 19k $1.6M -90% Mar 2024
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Indie Asset Partners 18k $1.5M 100% Dec 2023
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Benjamin Edwards 18k $1.5M 33% Dec 2023
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Visionary Wealth Advisors 18k $1.5M 62% Dec 2023
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Ignite Planners 17k $1.5M 24% Mar 2024
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Lane & Associates 17k $1.5M -3% Mar 2024
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Droms Strauss Advisors 17k $1.4M 220% Dec 2023
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Custom Index Systems 16k $1.4M 100% Dec 2023
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Baker Tilly Financial 16k $1.4M -7% Dec 2023
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YHB Investment Advisors 16k $1.4M -3% Dec 2023
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Proequities 16k $1.3B 1% Dec 2023
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Confluence Wealth Services 16k $14M 100% Mar 2024
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LTG Capital 16k $1.3M 0% Dec 2023
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Atria Investments 15k $1.3M 100% Dec 2023
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Connecticut Wealth Management 15k $1.3M -65% Dec 2023
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Courage Miller Partners 15k $1.3M 1% Mar 2024
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Financial Advocates Investment Management 15k $1.2M -6% Dec 2023
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Investors Research Corp 14k $1.2M 0% Dec 2023
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Raymond James & Associates 14k $1.2M 0% Mar 2024
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Tritonpoint Wealth 14k $1.1M -9% Mar 2024
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Girard Partners 13k $1.1M 14% Dec 2023
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H D Vest Advisory Services 13k $1.1M -17% Dec 2023
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Total Wealth Planning 13k $1.1M -7% Mar 2024
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Central Trust & Investment 13k $1.1M -6% Mar 2024
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TAGStone Capital 13k $1.1M 7% Dec 2023
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Peterson Financial Group 12k $1.1M 2% Mar 2024
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One Capital Management 12k $1.0M 25% Dec 2023
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Change Path 12k $1.0M 100% Dec 2023
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PSI Advisors 11k $999k -4% Mar 2024
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Vance Wealth 11k $954k 85% Dec 2023
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United Capital Financial Advisers 11k $900k -56% Dec 2023
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Keeler THomas Management 8.1k $678k -35% Dec 2023
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Navalign 4.7k $414k -73% Mar 2024
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Advisor Resource Council 2.5k $208k -92% Mar 2024
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Interactive Financial Advisors 1.1k $282k -98% Dec 2023
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Advisory Services Network 281.00 $24k -98% Dec 2023
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Who sold out of SPDR DJ Wilshire Small Cap Growth?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2023 53k $3.8M
Koss-Olinger Consulting Sep 2023 30k $2.2M