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 | ||
|---|---|---|---|---|---|---|
| CFS Investment Advisory Services | 21k | $1.6M | 100% | Sep 2022 | ||
| Pnc Financial Services | 608k | $46M | 2% | Sep 2022 | ||
| Crestwood Advisors | 500k | $38M | 0% | Sep 2022 | ||
| Resources Investment Advisors | 481k | $36M | -7% | Sep 2022 | ||
| RVW Wealth | 320k | $26M | -3% | Dec 2022 | ||
| Envestnet Asset Management | 307k | $23M | -6% | Sep 2022 | ||
| Davenport & Co | 255k | $21M | 5% | Dec 2022 | ||
| Gerber Kawasaki Wealth & Investment Management | 249k | $19M | 4% | Sep 2022 | ||
| UBS Group | 235k | $18M | 4% | Sep 2022 | ||
| State Street Corporation | 197k | $15M | -41% | Sep 2022 | ||
| Royal Bank of Canada | 166k | $13M | 100% | Sep 2022 | ||
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| HighTower Advisors | 165k | $13M | 1% | Sep 2022 | ||
| Private Advisor | 154k | $12M | 12% | Sep 2022 | ||
| Banco Santander | 145k | $11M | -1% | Sep 2022 | ||
| Taylor & Morgan Wealth Management | 125k | $10M | 2% | Dec 2022 | ||
| Carnegie Capital Asset Management | 97k | $8.0M | 1% | Dec 2022 | ||
| First Republic Investment Management | 84k | $6.4M | 7% | Sep 2022 | ||
| Strategic Wealth Advisors | 79k | $6.0M | 161% | Sep 2022 | ||
| Branch Banking & Trust Company | 78k | $5.9M | 0% | Sep 2022 | ||
| Monticello Wealth Management | 62k | $4.7M | 0% | Sep 2022 | ||
| Money Matters Financial | 53k | $4.6M | -49% | Dec 2022 | ||
| Financial Counselors | 52k | $3.9M | 0% | Sep 2022 | ||
| Cambridge Investment Research Advisors | 51k | $3.9M | -29% | Sep 2022 | ||
| D.A. Davidson & Co. | 47k | $3.6M | 3% | Sep 2022 | ||
| Affinity Capital Advisors | 44k | $3.3M | 2% | Sep 2022 | ||
| Raymond James & Associates | 44k | $3.3M | -57% | Sep 2022 | ||
| Northeast Financial Consultants | 43k | $3.3M | 2% | Sep 2022 | ||
| Merit Financial Group | 43k | $3.6M | 0% | Dec 2022 | ||
| Western Wealth Management | 42k | $3.2M | -9% | Sep 2022 | ||
| Raymond James Financial Services Advisors | 41k | $3.1M | 4% | Sep 2022 | ||
| IFG Advisors | 38k | $3.1M | -2% | Dec 2022 | ||
| Titleist Asset Management | 38k | $3.1M | 138% | Dec 2022 | ||
| Baird Financial | 37k | $2.8M | -1% | Sep 2022 | ||
| Mathes Company | 34k | $2.8M | 0% | Dec 2022 | ||
| Aj Wealth Strategies | 34k | $2.8M | -53% | Dec 2022 | ||
| Hudson Valley Investment Advisors | 34k | $2.6M | -11% | Sep 2022 | ||
| Bridgeworth | 33k | $2.5M | 17% | Sep 2022 | ||
| Janney Montgomery Scott | 33k | $2.5M | -6% | Sep 2022 | ||
| Mitsubishi UFJ Asset Management | 30k | $2.2M | 0% | Sep 2022 | ||
| Affinia Financial Group | 29k | $2.5M | 10% | Dec 2022 | ||
| Park Avenue Securities | 27k | $2.3M | 11% | Dec 2022 | ||
| BCGM Wealth Management | 27k | $2.2M | 3% | Sep 2022 | ||
| PCG Wealth Advisors | 26k | $2.0M | 96% | Sep 2022 | ||
| Ironwood Wealth Management | 26k | $2.0M | 0% | Sep 2022 | ||
| Liberty Wealth Management | 26k | $1.9M | 100% | Sep 2022 | ||
| Legacy Private Trust | 23k | $1.9M | 2% | Dec 2022 | ||
| 626 Financial | 23k | $1.9M | 22% | Dec 2022 | ||
| Shoker Investment Counsel | 23k | $1.7M | 17% | Sep 2022 | ||
| LBMC Investment Advisors | 23k | $1.9M | 100% | Dec 2022 | ||
| Intrua Financial | 23k | $1.9M | 53% | Dec 2022 | ||
| Lehman & Derafelo Financial Resources | 23k | $1.9M | 0% | Dec 2022 | ||
| Montz Harcus Wealth Management | 23k | $1.9M | 0% | Dec 2022 | ||
| Northwest Bancshares | 22k | $1.7M | -3% | Sep 2022 | ||
| TFG Advisers | 22k | $1.6M | 2% | Sep 2022 | ||
| H D Vest Advisory Services | 21k | $1.6M | -48% | Sep 2022 | ||
| Valeo Financial Advisors | 21k | $1.6M | 13% | Sep 2022 | ||
| Spence Asset Management | 21k | $1.7M | 100% | Dec 2022 | ||
| Cfm Wealth Partners | 20k | $1.5M | 3% | Sep 2022 | ||
| J.w. Cole Advisors | 20k | $1.5M | -5% | Sep 2022 | ||
| NorthRock Partners | 17k | $1.3M | 0% | Sep 2022 | ||
| IHT Wealth Management | 17k | $1.3M | 100% | Sep 2022 | ||
| Paulson Wealth Management | 17k | $1.4M | 100% | Dec 2022 | ||
| Cyndeo Wealth Partners | 14k | $1.2M | 100% | Dec 2022 | ||
| Whalerock Point Partners | 14k | $1.0M | 0% | Sep 2022 | ||
| Mercer Global Advisors | 14k | $1.0M | 0% | Sep 2022 | ||
| Atlantic Trust | 13k | $1.0M | -28% | Sep 2022 | ||
| Integrity Financial Corp | 13k | $1.0M | 100% | Dec 2022 | ||
| Jacobi Capital Management | 12k | $893k | 2% | Sep 2022 | ||
| Stratos Wealth Partners | 12k | $892k | -14% | Sep 2022 | ||
| Keystone Financial Group | 12k | $884k | 0% | Sep 2022 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 12k | $871k | -3% | Sep 2022 | ||
| William Blair $ Company | 11k | $862k | 193% | Sep 2022 | ||
| A.R. Schmeidler & Co | 11k | $929k | 1% | Dec 2022 | ||
| 1st Source Bank | 11k | $839k | 6% | Sep 2022 | ||
| Flagship Harbor Advisors | 11k | $871k | 35% | Dec 2022 | ||
| Salem Investment Counselors | 11k | $795k | 0% | Sep 2022 | ||
| Aptus Capital Advisors | 10k | $788k | 7614% | Sep 2022 | ||
| Defined Wealth Management | 10k | $831k | -43% | Dec 2022 | ||
| Indie Asset Partners | 10k | $763k | -6% | Sep 2022 | ||
| Northstar Advisory Group | 10k | $822k | 100% | Dec 2022 | ||
| Parcion Private Wealth | 9.9k | $748k | -23% | Sep 2022 | ||
| Synovus Financial Corp. | 9.5k | $722k | 0% | Sep 2022 | ||
| Creative Planning | 9.2k | $694k | 1% | Sep 2022 | ||
| Wealthsource Partners | 8.4k | $636k | -15% | Sep 2022 | ||
| Prosperity Consulting Group | 8.4k | $632k | -2% | Sep 2022 | ||
| Ameritas Advisory Services | 8.3k | $627k | 0% | Sep 2022 | ||
| AE Wealth Management | 8.0k | $662k | 4% | Dec 2022 | ||
| Coconut Grove Bank | 8.0k | $608k | 0% | Sep 2022 | ||
| McIlrath & Eck | 8.0k | $606k | 1% | Sep 2022 | ||
| Global Retirement Partners | 7.9k | $675k | 1% | Sep 2022 | ||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.9k | $597k | 0% | Sep 2022 | ||
| Mariner Wealth Advisors | 7.9k | $595k | 100% | Sep 2022 | ||
| Hanson McClain Advisors | 7.6k | $623k | 15% | Dec 2022 | ||
| Flynn Zito Capital Management | 7.1k | $586k | -4% | Dec 2022 | ||
| Fiduciary Trust Company | 7.0k | $529k | 0% | Sep 2022 | ||
| Taylor, Cottrill, Erickson & Associates | 6.9k | $567k | 51% | Dec 2022 | ||
| Sandy Cove Advisors | 6.6k | $546k | 6% | Dec 2022 | ||
| Benjamin F. Edwards & Company | 6.5k | $495k | 3% | Sep 2022 | ||
| Ballast Advisors | 6.5k | $537k | -2% | Dec 2022 | ||
| Orin Green Financial | 6.5k | $489k | -3% | Sep 2022 | ||
| LexAurum Advisors | 6.3k | $519k | 10% | Dec 2022 | ||
| Financial Engines Advisors L.L.C | 6.3k | $474k | 1% | Sep 2022 | ||
| Harbor Advisory Corp | 6.1k | $465k | 0% | Sep 2022 | ||
| Proequities | 6.0k | $493M | 4% | Dec 2022 | ||
| Bill Few Associates | 5.8k | $476k | 0% | Dec 2022 | ||
| BLB^B Advisors | 5.7k | $469k | 0% | Dec 2022 | ||
| Krasney Financial | 5.7k | $431k | 100% | Sep 2022 | ||
| Triumph Capital Management | 5.6k | $461k | 9% | Dec 2022 | ||
| American Trust | 5.6k | $421k | 3% | Sep 2022 | ||
| Oakwell Private Wealth Management | 5.5k | $414k | 41% | Sep 2022 | ||
| Sharkey, Howes & Javer | 5.2k | $425k | -81% | Dec 2022 | ||
| Frank. Day | 5.1k | $390k | 100% | Sep 2022 | ||
| McGuire Investment Group | 5.1k | $420k | 0% | Dec 2022 | ||
| Salomon & Ludwin | 5.0k | $381k | 0% | Sep 2022 | ||
| Welch & Forbes | 5.0k | $379k | 0% | Sep 2022 | ||
| LYNCH & Associates | 5.0k | $411k | 0% | Dec 2022 | ||
| ICA Group Wealth Management | 5.0k | $378k | 99% | Sep 2022 | ||
| Private Trust Co Na | 4.9k | $405k | 0% | Dec 2022 | ||
| Eldridge Investment Advisors | 4.9k | $372k | 0% | Sep 2022 | ||
| Gofen & Glossberg | 4.9k | $399k | 0% | Dec 2022 | ||
| Burns Wealth Management | 4.8k | $362k | 0% | Sep 2022 | ||
| White Pine Capital | 4.8k | $360k | 0% | Sep 2022 | ||
| National Asset Management | 4.6k | $350k | 5% | Sep 2022 | ||
| Citigroup | 4.5k | $344k | 100% | Sep 2022 | ||
| Cape Cod Five Cents Savings Bank | 4.4k | $331k | -2% | Sep 2022 | ||
| Householder Group Estate & Retirement Specialist | 4.4k | $330k | 16% | Sep 2022 | ||
| Forum Financial Management | 4.4k | $358k | 0% | Dec 2022 | ||
| IFP Advisors | 4.3k | $625k | 9% | Sep 2022 | ||
| Thoroughbred Financial Services | 4.1k | $313k | 0% | Sep 2022 | ||
| Pegasus Partners | 4.1k | $311k | -25% | Sep 2022 | ||
| Visionary Wealth Advisors | 4.1k | $310k | 100% | Sep 2022 | ||
| Harbour Investments | 4.0k | $323k | 0% | Sep 2022 | ||
| FMR | 4.0k | $304k | 19% | Sep 2022 | ||
| Sigma Planning | 3.9k | $320k | -2% | Dec 2022 | ||
| Assetmark | 3.9k | $295k | 8365% | Sep 2022 | ||
| Beacon Pointe Advisors | 3.9k | $291k | 0% | Sep 2022 | ||
| Kestra Advisory Services | 3.7k | $303k | 18% | Dec 2022 | ||
| Us Financial Advisors | 3.6k | $295k | 0% | Dec 2022 | ||
| Trustcore Financial Services | 3.6k | $271k | -2% | Sep 2022 | ||
| Perennial Investment Advisors | 3.5k | $263k | 2% | Sep 2022 | ||
| Moors & Cabot | 3.5k | $263k | 9% | Sep 2022 | ||
| Whittier Trust | 3.5k | $285k | 2% | Dec 2022 | ||
| Ziegler Capital Management | 3.4k | $278k | 0% | Dec 2022 | ||
| Laraway Financial | 3.3k | $251k | 0% | Sep 2022 | ||
| Chicago Partners Investment | 3.3k | $278k | -51% | Sep 2022 | ||
| Carlson Capital Management | 3.2k | $246k | -11% | Sep 2022 | ||
| Aspire Wealth Management Corp | 3.2k | $242k | -26% | Sep 2022 | ||
| Claro Advisors | 3.1k | $250k | 0% | Sep 2022 | ||
| Gladstone Institutional Advisory | 3.1k | $233k | -7% | Sep 2022 | ||
Who sold out of SPDR DJ Wilshire Small Cap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IFG Advisory | Sep 2022 | 40k | $3.0M |
| Atria Investments | Sep 2022 | 14k | $1.0M |
| EP Wealth Advisors | Jun 2022 | 5.6k | $447k |
| Archford Capital Strategies | Sep 2022 | 4.9k | $371k |
| Stratos Wealth Advisors | Jun 2022 | 3.7k | $295k |
| Spectrum Wealth Advisory Group | Sep 2022 | 3.4k | $257k |
| Great Valley Advisor Group | Jun 2022 | 3.4k | $269k |