Who owns SPDR DJ Wilshire Small Cap?

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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
LPL Financial 697k $55M 28% Dec 2020
Pnc Financial Services 584k $46M -3% Dec 2020
Crestwood Advisors 528k $42M -1% Dec 2020
Bank of America Corporation 527k $42M 58% Dec 2020
Envestnet Asset Management 404k $32M -1% Dec 2020
Resources Investment Advisors 403k $32M -2% Dec 2020
Morgan Stanley 359k $29M 6% Dec 2020
RVW Wealth 311k $29M 27% Mar 2021
State Street Corporation 253k $20M 22% Dec 2020
Money Matters Financial 229k $18M 0% Dec 2020
Private Advisor 199k $16M 12% Dec 2020

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UBS Group 194k $15M 3% Dec 2020
Thrivent Financial for Lutherans 192k $15M 15% Dec 2020
Ameriprise Financial 162k $13M 5% Dec 2020
HighTower Advisors 161k $13M 7% Dec 2020
Commonwealth Equity Services 135k $11M -4% Dec 2020
Old Dominion Capital Management 134k $13M -7% Mar 2021
Wells Fargo & Company 133k $11M -2% Dec 2020
Eaton Vance Management 118k $9.4M 0% Dec 2020
JD Financial Services 90k $7.1M 100% Dec 2020
Royal Bank of Canada 89k $7.1M 6% Dec 2020
Ferguson Shapiro 87k $8.2M 102% Mar 2021
Carnegie Capital Asset Management 85k $7.9M 5% Mar 2021
Magnus Financial Group 80k $6.4M 0% Dec 2020
Affinity Capital Advisors 79k $7.4M -17% Mar 2021
Davenport & Co 75k $5.9M 4% Dec 2020
Raymond James Financial Services Advisors 68k $5.4M -14% Dec 2020
Asset Managment 68k $5.4M -2% Dec 2020
Bank of New York Mellon 66k $5.3M 0% Dec 2020
Monticello Wealth Management 62k $4.9M 100% Dec 2020
Baird Financial 55k $4.4M -5% Dec 2020
Northeast Financial Consultants 53k $4.2M -31% Dec 2020
Hoover Financial Advisors 52k $4.6M -5% Dec 2020
Branch Banking & Trust Company 52k $4.1M -31% Dec 2020
Financial Advocates Investment Management 52k $4.1M 171% Dec 2020
Financial Counselors 51k $4.1M -4% Dec 2020
Raymond James & Associates 50k $4.0M -8% Dec 2020
A.R. Schmeidler & Co 46k $3.6M 13% Dec 2020
Cambridge Investment Research Advisors 42k $3.4M -6% Dec 2020
First Republic Investment Management 42k $3.4M 21% Dec 2020
BlackRock 41k $3.3M -14% Dec 2020
Mathes Company 40k $3.2M 0% Dec 2020
BCGM Wealth Management 35k $3.2M 100% Dec 2020
Northwest Bancshares 31k $2.4M -42% Dec 2020
Mml Investors Services 30k $2.4M -9% Dec 2020
Advisor Group Holdings 28k $2.3M -6% Dec 2020
Kestra Advisory Services 28k $2.2M 28042% Dec 2020
H D Vest Advisory Services 28k $2.2M -85% Dec 2020
Berkshire Asset Management 28k $2.2M 33% Dec 2020
Bridgeworth 27k $2.2M 2% Dec 2020
Colonial River Wealth Management 27k $2.5M 100% Dec 2020
Ironwood Wealth Management 27k $2.5M -3% Mar 2021
Lehman & Derafelo Financial Resources 24k $1.9M 0% Dec 2020
NEXT Financial 23k $2.2M -33% Mar 2021
Livingston Group Asset Management 23k $2.1M 76% Mar 2021
AE Wealth Management 22k $1.8M 73% Dec 2020
TFG Advisers 21k $1.7M 0% Dec 2020
Stifel Financial 21k $1.7M 3% Dec 2020
Kingsview Wealth Management 21k $1.6M -7% Dec 2020
NorthRock Partners 20k $1.6M 1% Dec 2020
1st Source Bank 20k $1.6M 100% Dec 2020
Mcdonald Partners 19k $1.8M 100% Mar 2021
Legacy Private Trust 19k $1.8M 8% Mar 2021
J.w. Cole Advisors 19k $1.5M 100% Dec 2020
Sawtooth Asset Management 18k $1.4M 98% Dec 2020
Janney Montgomery Scott 18k $1.4M -7% Dec 2020
Shoker Investment Counsel 18k $1.4M 0% Dec 2020
Multi-Financial Securities 17k $1.4M 11% Dec 2020
Jacobi Capital Management 16k $1.2M 147% Dec 2020
Cfm Wealth Partners 14k $1.1M 4% Dec 2020
Whalerock Point Partners 14k $1.1M 1543% Dec 2020
Western Wealth Management 14k $1.1M 138% Dec 2020
Indie Asset Partners 13k $1.0M -16% Dec 2020
IHT Wealth Management 13k $1.0M 143% Dec 2020
Old Mission Capital 13k $1.0M 100% Dec 2020
Mercer Global Advisors 12k $990k 100% Dec 2020
Goldman Sachs Group 12k $950k -68% Dec 2020
Citadel Advisors 11k $911k 5% Dec 2020
Defined Wealth Management 11k $846k 100% Dec 2020
Oakwell Private Wealth Management 10k $817k 100% Dec 2020
IFG Advisors 10k $800k -1% Dec 2020
Good Life Advisors 9.9k $791k 100% Dec 2020
Valeo Financial Advisors 9.5k $896k 1% Mar 2021
Liberty Wealth Management 9.4k $806k 100% Dec 2020
Stratos Wealth Partners 9.1k $725k 1% Dec 2020
Sand Hill Advisors 9.1k $723k -13% Dec 2020
Synovus Financial Corp. 9.1k $721k 0% Dec 2020
Orin Green Financial 9.0k $718k 100% Dec 2020
Intrua Financial 8.8k $704k 183% Dec 2020
McIlrath & Eck 8.7k $694k -1% Dec 2020
Hanlon Investment Management 8.7k $817k -8% Mar 2021
Equitable Holdings 8.5k $673k 0% Dec 2020
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 8.3k $660k 0% Dec 2020
Creative Planning 8.2k $654k -5% Dec 2020
Coconut Grove Bank 8.1k $643k -2% Dec 2020
Essex Private Wealth Management 7.9k $627k 0% Dec 2020
Tower Research Capital 7.5k $596k -40% Dec 2020
Fiduciary Trust Company 7.0k $555k 3% Dec 2020
Financial Engines Advisors L.L.C 6.8k $544k -1% Dec 2020
Susquehanna International 6.7k $533k -29% Dec 2020
Ballast Advisors 6.7k $531k 0% Dec 2020
Citigroup 6.5k $515k -5% Dec 2020
Welch & Forbes 6.2k $587k 3% Mar 2021
Trustcore Financial Services 6.1k $481k 0% Dec 2020
Cape Cod Five Cents Savings Bank 5.9k $472k -12% Dec 2020
Proequities 5.9k $472k 1% Dec 2020
Jpmorgan Chase & Co 5.7k $450k 16% Dec 2020
Harbor Advisory Corp 5.5k $436k 100% Dec 2020
LexAurum Advisors 5.4k $426k -1% Dec 2020
Northwestern Mutual Wealth Management Company 5.2k $416k 6% Dec 2020
McGuire Investment Group 5.1k $480k -28% Mar 2021
HPM Partners 5.1k $402k -6% Dec 2020
LYNCH & Associates 5.0k $470k 0% Mar 2021
Jane Street 5.0k $396k 100% Dec 2020
Northern Trust 4.9k $392k -5% Dec 2020
Gofen & Glossberg 4.9k $456k 0% Mar 2021
Burns Wealth Management 4.8k $381k 0% Dec 2020
Mid Atlantic Financial Management 4.8k $381k -6% Dec 2020
High Falls Advisors 4.6k $366k 100% Dec 2020
Newport Wealth Strategies 4.5k $276k 0% Dec 2020
Spectrum Wealth Advisory Group 4.5k $423k -1% Mar 2021
Salomon & Ludwin 4.3k $345k 0% Dec 2020
Thoroughbred Financial Services 4.1k $329k 0% Dec 2020
National Asset Management 4.1k $328k -38% Dec 2020
Carlson Capital Management 4.1k $385k -4% Mar 2021
Kovack Advisors 4.0k $322k 0% Dec 2020
Taylor, Cottrill, Erickson & Associates 4.0k $373k 0% Mar 2021
United Capital Financial Advisers 3.9k $306k -78% Dec 2020
Veritable 3.8k $303k 0% Dec 2020
Advisory Services Network 3.7k $292k 0% Dec 2020
Us Financial Advisors 3.6k $285k 100% Dec 2020
Sigma Planning 3.5k $276k -10% Dec 2020
Whittier Trust 3.4k $271k 0% Dec 2020
Voya Financial Advisors 3.4k $269k 100% Dec 2020
Beaumont Financial Partners 3.3k $262k -74% Dec 2020
Hamilton Capital Management 3.3k $262k 100% Dec 2020
Burt Wealth Advisors 3.3k $308k -1% Mar 2021
Mutual Advisors 3.3k $260k 100% Dec 2020
Financial Network Investment Corporation 3.2k $258k -1% Dec 2020
Merit Financial Group 3.1k $249k 100% Dec 2020
Sowell Financial Services 3.1k $245k -5% Dec 2020
Clifford Swan Investment Counsel 3.0k $239k 100% Dec 2020
Courier Capital Corp 3.0k $281k 15% Mar 2021
Lincoln National 2.9k $225k -51% Dec 2020
Moloney Securities Asset Management 2.9k $227k 100% Dec 2020
Segall Bryant & Hamill 2.8k $221k 100% Dec 2020
Atlantic Trust 2.7k $217k 100% Dec 2020
Johnson Investment Counsel 2.7k $216k 100% Dec 2020

Who sold out of SPDR DJ Wilshire Small Cap?

Fund or Company Name Date Sold Shares Held Valued At
HBK Sorce Advisory Sep 2020 6.5k $393k
Flow Traders US Sep 2020 3.8k $232k
First National Corp Sep 2020 2.9k $204k