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 |