Who owns SPDR DJ Wilshire Small Cap Value?
- Ticker: SLYV
- CUSIP Number: 78464A300
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Small Cap Value with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of SPDR DJ Wilshire Small Cap Value stock
Who bought or sold SPDR DJ Wilshire Small Cap Value this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 1.7M | $139M | -7% | Dec 2023 |
|
Goelzer Investment Management | 804k | $67M | 1% | Dec 2023 |
|
HPM Partners | 764k | $64M | 4% | Dec 2023 |
|
Creative Planning | 495k | $41M | -8% | Dec 2023 |
|
Commonwealth Equity Services | 456k | $38M | 1% | Dec 2023 |
|
Redwood Investment Management | 420k | $35M | 61% | Dec 2023 |
|
Townsquare Capital | 375k | $31M | 10% | Dec 2023 |
|
NorthRock Partners | 359k | $30M | -7% | Dec 2023 |
|
Wells Fargo & Company | 346k | $29M | -5% | Dec 2023 |
|
Trilogy Capital | 331k | $28M | 5% | Mar 2024 |
|
Evensky & Katz | 315k | $26M | -1% | Mar 2024 |
|
Nelson, Van Denburg & Campbell Wealth Management | 305k | $25M | 10% | Dec 2023 |
|
Rodgers & Associates | 289k | $24M | 6% | Dec 2023 |
|
Dean, Jacobson Financial Services | 285k | $24M | 0% | Mar 2024 |
|
American Financial Advisors | 272k | $23M | -2% | Mar 2024 |
|
Buckingham Asset Management | 266k | $22M | 501% | Dec 2023 |
|
Klingman & Associates | 261k | $22M | 4% | Dec 2023 |
|
ERTS Wealth Advisors | 241k | $20M | 2% | Mar 2024 |
|
Financial Enhancement | 231k | $18M | 4% | Mar 2024 |
|
Honkamp Krueger Financial Services | 229k | $19M | -23% | Dec 2023 |
|
Brandywine Oak Private Wealth | 227k | $19M | -4% | Dec 2023 |
|
Branch Banking & Trust Company | 223k | $19M | -3% | Dec 2023 |
|
Wealth Enhancement Advisory Services | 221k | $18M | -4% | Mar 2024 |
|
WCG Wealth Advisors | 205k | $17M | -9% | Dec 2023 |
|
KWB Wealth | 197k | $16M | -3% | Mar 2024 |
|
Financial Advisory Service | 196k | $16M | -3% | Dec 2023 |
|
First National Trust Company | 189k | $16M | -8% | Mar 2024 |
|
UBS Group | 186k | $16M | -12% | Dec 2023 |
|
Mariner Wealth Advisors | 173k | $14M | -4% | Dec 2023 |
|
Advisor Group Holdings | 172k | $14M | -16% | Dec 2023 |
|
CI Private Wealth | 171k | $14M | 60% | Dec 2023 |
|
Lutz Financial Services | 170k | $14M | -1% | Dec 2023 |
|
GHP Investment Advisors | 164k | $14M | 1% | Mar 2024 |
|
Sage Financial | 158k | $13M | 2% | Dec 2023 |
|
Michael S. Ryan | 157k | $13M | 3% | Dec 2023 |
|
Rockbridge Investment Management, LCC | 155k | $13M | 100% | Dec 2023 |
|
Financial Strategies Group | 154k | $13M | -2% | Mar 2024 |
|
Reston Wealth Management | 150k | $13M | 2% | Dec 2023 |
|
Capasso Planning Partners | 149k | $12M | 5% | Mar 2024 |
|
Asset Dedication | 149k | $12M | -5% | Mar 2024 |
|
Key FInancial | 138k | $12M | 3% | Dec 2023 |
|
Tiaa Trust, National Association | 127k | $11M | -11% | Dec 2023 |
|
Concord Wealth Partners | 127k | $11M | -7% | Dec 2023 |
|
HighTower Advisors | 126k | $11M | 3% | Dec 2023 |
|
Triangle Securities Wealth Management | 123k | $10M | 14% | Dec 2023 |
|
Resonant Capital Advisors | 122k | $10M | 2% | Dec 2023 |
|
Tradewinds Capital Management | 121k | $10M | 10348% | Mar 2024 |
|
Retirement Group | 116k | $9.7M | -1% | Dec 2023 |
|
Optimist Retirement Group | 116k | $9.6M | 100% | Dec 2023 |
|
Compass Ion Advisors | 115k | $9.5M | -5% | Mar 2024 |
|
Focus Financial Network | 114k | $9.5M | 100% | Dec 2023 |
|
Goldman Sachs Group | 108k | $9.0M | 76% | Dec 2023 |
|
Perritt Capital Management | 105k | $8.8M | 3% | Dec 2023 |
|
Betterment | 104k | $8.6M | -8% | Dec 2023 |
|
Signature Estate and Investment Advisors | 101k | $8.4M | 3% | Dec 2023 |
|
Charles Schwab Investment Management | 99k | $8.2M | -13% | Dec 2023 |
|
BIP Wealth | 97k | $8.1M | 2% | Dec 2023 |
|
N.E.W. Advisory Services | 97k | $8.1M | 0% | Mar 2024 |
|
Cambridge Investment Research Advisors | 96k | $8.0M | 5% | Mar 2024 |
|
Focus Financial Network | 94k | $7.2M | 100% | Mar 2024 |
|
Mather Group | 91k | $7.6M | 0% | Mar 2024 |
|
Baird Financial | 90k | $7.5M | 4% | Dec 2023 |
|
Northwest Wealth Management | 88k | $7.3M | 2% | Dec 2023 |
|
Geneos Wealth Management | 86k | $7.2M | 5% | Dec 2023 |
|
McAdam | 86k | $7.1M | -2% | Mar 2024 |
|
Oakmont Partners | 86k | $7.1M | 100% | Mar 2024 |
|
Diversified | 85k | $7.0M | 6% | Dec 2023 |
|
Ledge Wealth Management | 84k | $7.0M | 0% | Dec 2023 |
|
Red Door Wealth Management | 82k | $6.8M | -22% | Mar 2024 |
|
ALPS Advisors | 79k | $6.5M | 2% | Dec 2023 |
|
CarsonAllaria Wealth Management | 77k | $6.4M | 5% | Dec 2023 |
|
Aire Advisors | 77k | $6.4M | -10% | Dec 2023 |
|
Salomon & Ludwin | 76k | $5.5M | 0% | Dec 2023 |
|
Financial Counselors | 76k | $6.3M | -92% | Dec 2023 |
|
Probity Advisors | 75k | $6.3M | 1% | Dec 2023 |
|
LPWM | 75k | $5.9M | 1% | Mar 2024 |
|
Nwam | 74k | $6.2M | 2% | Dec 2023 |
|
Raymond James Financial Services Advisors | 72k | $6.0M | 8% | Mar 2024 |
|
Emerald Investment Partners | 65k | $5.4M | 3% | Dec 2023 |
|
Royal Bank of Canada | 64k | $5.4M | 25% | Dec 2023 |
|
Kades & Cheifetz | 64k | $5.3M | 3% | Dec 2023 |
|
Financial Guidance Group | 64k | $5.3M | -6% | Dec 2023 |
|
Citadel Advisors | 64k | $5.3M | 210% | Dec 2023 |
|
Melone Private Wealth | 62k | $5.2M | -34% | Dec 2023 |
|
New Hampshire Trust | 61k | $5.1M | -5% | Mar 2024 |
|
Strategic Financial | 60k | $5.0M | 0% | Dec 2023 |
|
Palisades Hudson Asset Management | 59k | $4.9M | 1% | Dec 2023 |
|
Comprehensive Portfolio Management | 58k | $4.8M | -1% | Mar 2024 |
|
Facet Wealth | 58k | $4.6M | -3% | Dec 2023 |
|
Fragasso | 57k | $4.7M | 1% | Mar 2024 |
|
Provident Wealth Management | 56k | $4.7M | 1% | Mar 2024 |
|
Krilogy Financial | 55k | $4.6M | -9% | Mar 2024 |
|
Pinnacle Financial Partners | 53k | $4.4M | -4% | Dec 2023 |
|
Modera Wealth Management | 53k | $4.4M | -3% | Dec 2023 |
|
Marietta Wealth Management | 52k | $4.3M | 1% | Mar 2024 |
|
Waller Financial Planning Group | 51k | $4.3M | 0% | Dec 2023 |
|
Clarus Wealth Advisors | 51k | $4.0M | 2% | Mar 2024 |
|
Financial Synergies Wealth Advisors | 51k | $4.2M | -68% | Mar 2024 |
|
Moneta Group Investment Advisors | 50k | $4.1M | -8% | Dec 2023 |
|
Captrust Financial Advisors | 50k | $4.1M | -2% | Dec 2023 |
|
Larson Financial Group | 48k | $4.0M | 0% | Dec 2023 |
|
Annapolis Financial Services | 48k | $3.9M | 0% | Mar 2024 |
|
Brown Advisory Holdings Incorporated | 46k | $3.9M | -19% | Mar 2024 |
|
Private Advisor | 46k | $3.8M | -31% | Dec 2023 |
|
Prestige Wealth Management Group | 45k | $3.7M | 23% | Mar 2024 |
|
Total Wealth Planning | 44k | $3.7M | -4% | Mar 2024 |
|
Congress Wealth Management LLC / DE / | 44k | $3.6M | -5% | Mar 2024 |
|
SRS Capital Advisors | 43k | $3.6M | 7% | Dec 2023 |
|
Savant Capital Management | 42k | $3.5M | -3% | Dec 2023 |
|
TAGStone Capital | 42k | $3.5M | 4% | Dec 2023 |
|
RFG Advisory | 40k | $3.3M | 10% | Mar 2024 |
|
Stratos Wealth Advisors | 40k | $3.3M | 4% | Mar 2024 |
|
New England Capital Financial Advisors | 40k | $3.3M | -1% | Dec 2023 |
|
Marotta Asset Management | 40k | $3.3M | 0% | Dec 2023 |
|
Janney Montgomery Scott | 39k | $3.2M | -1% | Dec 2023 |
|
JNBA Financial Advisors | 38k | $3.2M | -8% | Mar 2024 |
|
Morton Brown Family Wealth | 38k | $3.1M | -69% | Mar 2024 |
|
Strategies Wealth Advisors | 38k | $3.1M | -3% | Mar 2024 |
|
Calton & Associates | 37k | $3.1M | 1% | Mar 2024 |
|
Tortoise Investment Management | 37k | $3.1M | -10% | Dec 2023 |
|
Collective Family Office | 36k | $3.0M | 0% | Mar 2024 |
|
Gladstone Institutional Advisory | 36k | $3.0M | 3% | Dec 2023 |
|
Blue Barn Wealth | 35k | $2.9M | 8% | Dec 2023 |
|
Pathstone Holdings | 34k | $2.8M | 100% | Dec 2023 |
|
Ameritas Advisory Services | 33k | $2.7M | 2% | Dec 2023 |
|
Chicago Partners Investment | 32k | $2.5M | 4% | Mar 2024 |
|
Good Life Advisors | 32k | $2.6M | -1% | Dec 2023 |
|
Indie Asset Partners | 31k | $2.6M | 11% | Dec 2023 |
|
Bailard | 31k | $2.6M | 4% | Dec 2023 |
|
Massey, Quick & Co | 30k | $2.5M | -22% | Mar 2024 |
|
Kingsview Wealth Management | 29k | $2.5M | -2% | Dec 2023 |
|
Two Sigma Investments | 29k | $2.4M | -40% | Dec 2023 |
|
Balanced Wealth Group | 29k | $2.4M | 100% | Dec 2023 |
|
Pacific Sun Financial Corp | 28k | $2.3M | -4% | Dec 2023 |
|
Farther Finance Advisors | 28k | $2.3M | -6% | Dec 2023 |
|
Capricorn Fund Managers | 28k | $2.3M | 100% | Mar 2024 |
|
Principal Securities | 28k | $2.3M | 100% | Dec 2023 |
|
Portside Wealth Group | 28k | $2.3M | 8% | Mar 2024 |
|
Denver Wealth Management | 27k | $2.3M | -59% | Mar 2024 |
|
Krasney Financial | 27k | $2.2M | -12% | Mar 2024 |
|
Mutual Advisors | 27k | $2.2M | -8% | Dec 2023 |
|
Meritage Portfolio Management | 26k | $2.2M | 2% | Dec 2023 |
|
My Purposeful Wealth Corp. | 25k | $2.1M | 28% | Dec 2023 |
|
ERn Financial | 25k | $2.1M | 1% | Mar 2024 |
|
Lauer Wealth | 25k | $2.0M | -28% | Mar 2024 |
|
Equita Financial Network | 25k | $2.1M | -41% | Dec 2023 |
|
Atria Wealth Solutions | 25k | $2.0M | 0% | Dec 2023 |
|
Cm Wealth Advisors | 24k | $2.0M | 0% | Dec 2023 |
|
Great Valley Advisor Group | 24k | $2.0M | -2% | Dec 2023 |
|
Raymond James & Associates | 24k | $2.0M | -13% | Mar 2024 |
|
Altfest L J & Co | 24k | $2.0M | 21% | Mar 2024 |
|
M^T Bank Corporation | 24k | $2.0M | -6% | Dec 2023 |
|
Diligent Investors | 23k | $1.9M | -12% | Dec 2023 |
|
Interactive Financial Advisors | 14k | $583k | -78% | Dec 2023 |
|
Financial Advocates Investment Management | 12k | $962k | -73% | Dec 2023 |
|
Centaurus Financial | 11k | $950k | -70% | Dec 2023 |
|
Global Retirement Partners | 7.5k | $625k | -73% | Mar 2024 |
|
Merit Financial Group | 7.5k | $624k | -90% | Dec 2023 |
|
Who sold out of SPDR DJ Wilshire Small Cap Value?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Hrt Financial | Sep 2023 | 76k | $5.5M |
Royce & Associates | Sep 2023 | 39k | $2.8M |
Jane Street | Sep 2023 | 25k | $1.8M |