Who owns SPDR DJ Wilshire Small Cap Growth?
- Ticker: SLYG
- CUSIP Number: 78464A201
Tip: Access positions for across all investors
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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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 |