Who owns SPDR DJ Wilshire Small Cap?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
LPL Financial 1.6M $137M 8% Mar 2023
 View chart
Pnc Financial Services 701k $58M 15% Dec 2022
 View chart
Morgan Stanley 465k $38M 100% Dec 2022
 View chart
Crestwood Advisors 422k $35M -3% Mar 2023
 View chart
Bank of America Corporation 382k $32M 1% Mar 2023
 View chart
Resources Investment Advisors 334k $28M -8% Mar 2023
 View chart
Ameriprise Financial 324k $27M -22% Mar 2023
 View chart
Davenport & Co 277k $23M 8% Mar 2023
 View chart
RVW Wealth 262k $22M -18% Mar 2023
 View chart
UBS Group 255k $22M 8% Mar 2023
 View chart
State Street Corporation 214k $18M 123% Mar 2023
 View chart

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of SPDR DJ Wilshire Small Cap?

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

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