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
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