Who owns SPDR DJ Wilshire Small Cap?
- Ticker: SLY
- CUSIP Number: 78464A813
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Small Cap with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire Small Cap stock
Who bought or sold SPDR DJ Wilshire Small Cap this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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LPL Financial | 1.6M | $137M | 8% | Mar 2023 |
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Pnc Financial Services | 701k | $58M | 15% | Dec 2022 |
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Morgan Stanley | 465k | $38M | 100% | Dec 2022 |
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Crestwood Advisors | 422k | $35M | -3% | Mar 2023 |
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Bank of America Corporation | 382k | $32M | 1% | Mar 2023 |
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Resources Investment Advisors | 334k | $28M | -8% | Mar 2023 |
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Ameriprise Financial | 324k | $27M | -22% | Mar 2023 |
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Davenport & Co | 277k | $23M | 8% | Mar 2023 |
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RVW Wealth | 262k | $22M | -18% | Mar 2023 |
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UBS Group | 255k | $22M | 8% | Mar 2023 |
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State Street Corporation | 214k | $18M | 123% | Mar 2023 |
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Envestnet Asset Management | 188k | $16M | -22% | Mar 2023 |
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Jpmorgan Chase & Co | 169k | $14M | 39% | Mar 2023 |
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Banco Santander | 164k | $14M | 13% | Mar 2023 |
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Commonwealth Equity Services | 163k | $14M | -7% | Mar 2023 |
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CI Private Wealth | 158k | $13M | 3121% | Mar 2023 |
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Royal Bank of Canada | 157k | $13M | -6% | Dec 2022 |
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Wells Fargo & Company | 149k | $12M | 29% | Dec 2022 |
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Cary Street Partner Investment Advisory | 143k | $12M | -10% | Mar 2023 |
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Private Advisor | 134k | $11M | -6% | Mar 2023 |
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Taylor & Morgan Wealth Management | 127k | $11M | 2% | Mar 2023 |
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Atlas Private Wealth Advisors | 121k | $10M | 16% | Mar 2023 |
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Gerber Kawasaki Wealth & Investment Management | 119k | $10M | 4% | Mar 2023 |
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Advisor Group Holdings | 112k | $9.4M | 33% | Mar 2023 |
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Carnegie Capital Asset Management | 98k | $8.2M | 1% | Mar 2023 |
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First Republic Investment Management | 95k | $8.0M | -2% | Mar 2023 |
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Berkshire Asset Management | 93k | $7.6M | 9% | Dec 2022 |
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Branch Banking & Trust Company | 80k | $6.7M | 0% | Mar 2023 |
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Northwestern Mutual Wealth Management Company | 71k | $5.8M | 118% | Dec 2022 |
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Financial Network Investment Corporation | 68k | $5.6M | 230% | Dec 2022 |
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Asset Managment | 68k | $5.6M | 0% | Dec 2022 |
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Aspire Capital Advisors | 66k | $5.6M | -39% | Mar 2023 |
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Raymond James & Associates | 66k | $5.5M | 237% | Mar 2023 |
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Ironwood Wealth Management | 65k | $5.4M | -4% | Mar 2023 |
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Goldman Sachs Group | 64k | $5.4M | 2% | Mar 2023 |
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Raymond James Financial Services Advisors | 64k | $5.3M | 18% | Mar 2023 |
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Monticello Wealth Management | 62k | $5.1M | 0% | Mar 2023 |
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D.A. Davidson & Co. | 57k | $4.8M | 3% | Mar 2023 |
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Journey Strategic Wealth | 57k | $4.8M | 0% | Mar 2023 |
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Money Matters Financial | 53k | $4.4M | 0% | Mar 2023 |
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Financial Counselors | 52k | $4.4M | 0% | Mar 2023 |
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Cambridge Investment Research Advisors | 48k | $4.0M | -2% | Mar 2023 |
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Bank of New York Mellon | 47k | $4.0M | -3% | Mar 2023 |
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Merit Financial Group | 43k | $3.6M | 0% | Mar 2023 |
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Affinity Capital Advisors | 43k | $3.6M | -1% | Mar 2023 |
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Financial Advocates Investment Management | 43k | $3.6M | -42% | Mar 2023 |
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HighTower Advisors | 40k | $3.4M | -44% | Mar 2023 |
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Mitsubishi UFJ Asset Management | 39k | $3.2M | -3% | Mar 2023 |
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Titleist Asset Management | 38k | $3.1M | 2% | Dec 2022 |
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Baird Financial | 38k | $3.1M | 3% | Dec 2022 |
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IFG Advisors | 37k | $3.1M | -4% | Mar 2023 |
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Spence Asset Management | 36k | $3.1M | 78% | Mar 2023 |
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Northeast Financial Consultants | 35k | $2.8M | -20% | Dec 2022 |
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Affinia Financial Group | 35k | $2.9M | 19% | Mar 2023 |
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Mathes Company | 34k | $2.8M | 0% | Dec 2022 |
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Park Avenue Securities | 33k | $2.8M | 21% | Mar 2023 |
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Mariner Wealth Advisors | 32k | $2.6M | 302% | Dec 2022 |
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Hudson Valley Investment Advisors | 31k | $2.6M | -4% | Mar 2023 |
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Multi-Financial Securities | 30k | $2.5M | 4% | Dec 2022 |
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Janney Montgomery Scott | 29k | $2.4M | -13% | Mar 2023 |
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Garden State Investment Advisory Services | 27k | $2.3M | 100% | Mar 2023 |
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Founders Financial Alliance | 26k | $2.1M | 12% | Dec 2022 |
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Money Concepts Capital Corp | 25k | $408k | 825% | Mar 2023 |
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Mml Investors Services | 25k | $2.1M | -3% | Mar 2023 |
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H D Vest Advisory Services | 25k | $2.1M | 12% | Mar 2023 |
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BCGM Wealth Management | 25k | $2.1M | -6% | Mar 2023 |
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Legacy Private Trust | 23k | $1.9M | -1% | Mar 2023 |
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LBMC Investment Advisors | 23k | $1.9M | 0% | Mar 2023 |
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Montz Harcus Wealth Management | 23k | $1.9M | 0% | Mar 2023 |
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Lehman & Derafelo Financial Resources | 23k | $1.9M | 0% | Dec 2022 |
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TFG Advisers | 22k | $1.8M | 1% | Mar 2023 |
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Stifel Financial | 22k | $1.8M | 11% | Dec 2022 |
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Denver Wealth Management | 21k | $1.8M | 100% | Mar 2023 |
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Level Four Advisory Services | 21k | $1.7M | 100% | Dec 2022 |
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Cfm Wealth Partners | 21k | $1.8M | 100% | Mar 2023 |
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Valeo Financial Advisors | 21k | $1.7M | -5% | Mar 2023 |
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Western Wealth Management | 21k | $1.7M | -50% | Dec 2022 |
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Carr Financial Group Corp | 21k | $1.7M | 100% | Mar 2023 |
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Northwest Bancshares | 20k | $1.6M | -7% | Mar 2023 |
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J.w. Cole Advisors | 19k | $1.6M | 0% | Mar 2023 |
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Equitable Holdings | 19k | $1.6M | 2% | Mar 2023 |
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Paulson Wealth Management | 18k | $1.5M | 9% | Mar 2023 |
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Pinkerton Retirement Specialists | 18k | $1.5M | 16% | Mar 2023 |
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Bridgeworth | 18k | $1.5M | 0% | Mar 2023 |
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626 Financial | 18k | $1.5M | -24% | Mar 2023 |
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Cyndeo Wealth Partners | 18k | $1.5M | 23% | Mar 2023 |
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Jane Street | 18k | $1.5M | -56% | Mar 2023 |
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Shoker Investment Counsel | 17k | $1.4M | -7% | Mar 2023 |
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Defined Wealth Management | 16k | $1.3M | 58% | Mar 2023 |
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Advisor Resource Council | 16k | $1.3M | 100% | Mar 2023 |
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Flagship Harbor Advisors | 15k | $1.3M | 46% | Mar 2023 |
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Centaurus Financial | 15k | $1.3M | 100% | Mar 2023 |
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Edge Capital Group | 15k | $1.3M | -2% | Mar 2023 |
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IHT Wealth Management | 15k | $1.2M | -5% | Mar 2023 |
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KM Capital Management | 14k | $1.2M | 100% | Mar 2023 |
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Manhattan West Asset Management | 14k | $1.2M | 1% | Mar 2023 |
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Whalerock Point Partners | 14k | $1.2M | 0% | Mar 2023 |
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Integrity Financial Corp | 14k | $1.1M | 10% | Mar 2023 |
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Mercer Global Advisors | 14k | $1.1M | -12% | Mar 2023 |
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NorthRock Partners | 14k | $1.1M | 7% | Mar 2023 |
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Titleist Asset Management | 13k | $1.1M | 100% | Mar 2023 |
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Citadel Advisors | 13k | $1.1M | 100% | Mar 2023 |
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Summit Wealth Group | 12k | $0 | 100% | Mar 2023 |
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Private Advisory | 12k | $1.0M | 100% | Dec 2022 |
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Stratos Wealth Partners | 12k | $1.0M | -3% | Mar 2023 |
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Keystone Financial Group | 12k | $953k | -1% | Dec 2022 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 12k | $967k | 0% | Mar 2023 |
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PCG Wealth Advisors | 11k | $931k | -1% | Mar 2023 |
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A.R. Schmeidler & Co | 11k | $929k | -2% | Mar 2023 |
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ICA Group Wealth Management | 11k | $928k | 12% | Mar 2023 |
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HPM Partners | 11k | $912k | 7% | Mar 2023 |
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Jacobi Capital Management | 11k | $910k | -2% | Mar 2023 |
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Salem Investment Counselors | 11k | $899k | 2% | Mar 2023 |
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Atria Wealth Solutions | 11k | $883k | -1% | Mar 2023 |
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Integrated Wealth Concepts | 9.9k | $834k | 3% | Mar 2023 |
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Parcion Private Wealth | 9.9k | $830k | 0% | Mar 2023 |
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William Blair $ Company | 9.8k | $823k | -25% | Mar 2023 |
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Synovus Financial Corp. | 9.6k | $807k | 0% | Mar 2023 |
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Creative Planning | 9.1k | $749k | -1% | Dec 2022 |
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Aj Wealth Strategies | 9.0k | $757k | -74% | Mar 2023 |
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Indie Asset Partners | 8.7k | $733k | -13% | Mar 2023 |
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Franklin Resources | 8.7k | $733k | 794% | Mar 2023 |
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Susquehanna International | 8.5k | $718k | -47% | Mar 2023 |
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Intrua Financial | 8.4k | $670k | -63% | Mar 2023 |
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Prosperity Consulting Group | 8.3k | $701k | -4% | Mar 2023 |
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Ameritas Advisory Services | 8.3k | $693k | -48% | Mar 2023 |
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Benjamin F. Edwards & Company | 8.1k | $679k | -1% | Mar 2023 |
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Coconut Grove Bank | 8.0k | $675k | 0% | Mar 2023 |
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AE Wealth Management | 8.0k | $671k | -1% | Mar 2023 |
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PCA Investment Advisory Services | 8.0k | $668k | 100% | Mar 2023 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.9k | $650k | 0% | Mar 2023 |
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McIlrath & Eck | 7.7k | $650k | -5% | Mar 2023 |
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_Sentinel Trust Company, LBA______________ | 7.6k | $639k | -82% | Mar 2023 |
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Harbour Investments | 7.5k | $631k | 103% | Mar 2023 |
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Harbor Advisory Corp | 7.4k | $619k | 0% | Mar 2023 |
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Fiduciary Trust Company | 7.3k | $617k | 0% | Mar 2023 |
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Visionary Wealth Advisors | 7.3k | $601k | 78% | Dec 2022 |
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Taylor, Cottrill, Erickson & Associates | 7.1k | $599k | 3% | Mar 2023 |
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Wilbanks Smith & Thomas Asset Management | 7.0k | $588k | -1% | Mar 2023 |
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Financial Engines Advisors L.L.C | 7.0k | $586k | 10% | Mar 2023 |
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Sandy Cove Advisors | 6.6k | $546k | 5% | Dec 2022 |
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Flynn Zito Capital Management | 6.6k | $552k | -8% | Mar 2023 |
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Orin Green Financial | 6.6k | $551k | -5% | Mar 2023 |
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Ballast Advisors | 6.5k | $549k | 0% | Mar 2023 |
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Pacific Sun Financial Corp | 6.4k | $530k | 0% | Dec 2022 |
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Colonial River Wealth Management | 6.4k | $540k | -1% | Mar 2023 |
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Eagle Strategies | 6.4k | $538k | 100% | Mar 2023 |
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True Wealth Design | 6.3k | $530k | 0% | Mar 2023 |
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LexAurum Advisors | 6.1k | $514k | -3% | Mar 2023 |
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Stokes Family Office | 6.1k | $514k | 6% | Mar 2023 |
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Hanson McClain Advisors | 6.1k | $510k | -20% | Mar 2023 |
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Liberty Wealth Management | 5.2k | $438k | -80% | Mar 2023 |
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HBK Sorce Advisory | 5.1k | $420k | -26% | Dec 2022 |
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Aptus Capital Advisors | 249.00 | $21k | -97% | Mar 2023 |
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BlackRock | 49.00 | $4.1k | -100% | Mar 2023 |
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Who sold out of SPDR DJ Wilshire Small Cap?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Beirne Wealth Consulting Services | Dec 2022 | 462k | $2.9M |
Thrivent Financial for Lutherans | Dec 2022 | 205k | $17M |
CFS Investment Advisory Services | Dec 2022 | 20k | $1.7M |
1st Source Bank | Dec 2022 | 11k | $911k |
Northstar Advisory Group | Dec 2022 | 10k | $822k |