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 | Actions |
|---|---|---|---|---|---|
| LPL Financial | 1.6M | $137M | 8% | Mar 2023 |
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| Pnc Financial Services | 701k | $58M | 15% | Dec 2022 |
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| Morgan Stanley | 465k | $38M | 100% | Dec 2022 |
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| Crestwood Advisors | 422k | $35M | -3% | Mar 2023 |
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| Bank of America Corporation | 382k | $32M | 1% | Mar 2023 |
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| Resources Investment Advisors | 334k | $28M | -8% | Mar 2023 |
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| Ameriprise Financial | 324k | $27M | -22% | Mar 2023 |
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| Davenport & Co | 277k | $23M | 8% | Mar 2023 |
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| RVW Wealth | 262k | $22M | -18% | Mar 2023 |
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| UBS Group | 255k | $22M | 8% | Mar 2023 |
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| State Street Corporation | 214k | $18M | 123% | Mar 2023 |
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| Envestnet Asset Management | 188k | $16M | -22% | Mar 2023 |
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| Jpmorgan Chase & Co | 169k | $14M | 39% | Mar 2023 |
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| Banco Santander | 164k | $14M | 13% | Mar 2023 |
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| Commonwealth Equity Services | 163k | $14M | -7% | Mar 2023 |
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| CI Private Wealth | 158k | $13M | 3121% | Mar 2023 |
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| Royal Bank of Canada | 157k | $13M | -6% | Dec 2022 |
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| Wells Fargo & Company | 149k | $12M | 29% | Dec 2022 |
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| Cary Street Partner Investment Advisory | 143k | $12M | -10% | Mar 2023 |
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| Private Advisor | 134k | $11M | -6% | Mar 2023 |
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| Taylor & Morgan Wealth Management | 127k | $11M | 2% | Mar 2023 |
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| Atlas Private Wealth Advisors | 121k | $10M | 16% | Mar 2023 |
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| Gerber Kawasaki Wealth & Investment Management | 119k | $10M | 4% | Mar 2023 |
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| Advisor Group Holdings | 112k | $9.4M | 33% | Mar 2023 |
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| Carnegie Capital Asset Management | 98k | $8.2M | 1% | Mar 2023 |
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| First Republic Investment Management | 95k | $8.0M | -2% | Mar 2023 |
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| Berkshire Asset Management | 93k | $7.6M | 9% | Dec 2022 |
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| Branch Banking & Trust Company | 80k | $6.7M | 0% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 71k | $5.8M | 118% | Dec 2022 |
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| Financial Network Investment Corporation | 68k | $5.6M | 230% | Dec 2022 |
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| Asset Managment | 68k | $5.6M | 0% | Dec 2022 |
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| Aspire Capital Advisors | 66k | $5.6M | -39% | Mar 2023 |
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| Raymond James & Associates | 66k | $5.5M | 237% | Mar 2023 |
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| Ironwood Wealth Management | 65k | $5.4M | -4% | Mar 2023 |
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| Goldman Sachs Group | 64k | $5.4M | 2% | Mar 2023 |
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| Raymond James Financial Services Advisors | 64k | $5.3M | 18% | Mar 2023 |
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| Monticello Wealth Management | 62k | $5.1M | 0% | Mar 2023 |
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| D.A. Davidson & Co. | 57k | $4.8M | 3% | Mar 2023 |
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| Journey Strategic Wealth | 57k | $4.8M | 0% | Mar 2023 |
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| Money Matters Financial | 53k | $4.4M | 0% | Mar 2023 |
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| Financial Counselors | 52k | $4.4M | 0% | Mar 2023 |
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| Cambridge Investment Research Advisors | 48k | $4.0M | -2% | Mar 2023 |
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| Bank of New York Mellon | 47k | $4.0M | -3% | Mar 2023 |
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| Merit Financial Group | 43k | $3.6M | 0% | Mar 2023 |
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| Affinity Capital Advisors | 43k | $3.6M | -1% | Mar 2023 |
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| Financial Advocates Investment Management | 43k | $3.6M | -42% | Mar 2023 |
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| HighTower Advisors | 40k | $3.4M | -44% | Mar 2023 |
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| Mitsubishi UFJ Asset Management | 39k | $3.2M | -3% | Mar 2023 |
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| Titleist Asset Management | 38k | $3.1M | 2% | Dec 2022 |
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| Baird Financial | 38k | $3.1M | 3% | Dec 2022 |
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| IFG Advisors | 37k | $3.1M | -4% | Mar 2023 |
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| Spence Asset Management | 36k | $3.1M | 78% | Mar 2023 |
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| Northeast Financial Consultants | 35k | $2.8M | -20% | Dec 2022 |
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| Affinia Financial Group | 35k | $2.9M | 19% | Mar 2023 |
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| Mathes Company | 34k | $2.8M | 0% | Dec 2022 |
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| Park Avenue Securities | 33k | $2.8M | 21% | Mar 2023 |
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| Mariner Wealth Advisors | 32k | $2.6M | 302% | Dec 2022 |
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| Hudson Valley Investment Advisors | 31k | $2.6M | -4% | Mar 2023 |
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| Multi-Financial Securities | 30k | $2.5M | 4% | Dec 2022 |
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| Janney Montgomery Scott | 29k | $2.4M | -13% | Mar 2023 |
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| Garden State Investment Advisory Services | 27k | $2.3M | 100% | Mar 2023 |
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| Founders Financial Alliance | 26k | $2.1M | 12% | Dec 2022 |
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| Money Concepts Capital Corp | 25k | $408k | 825% | Mar 2023 |
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| Mml Investors Services | 25k | $2.1M | -3% | Mar 2023 |
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| H D Vest Advisory Services | 25k | $2.1M | 12% | Mar 2023 |
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| BCGM Wealth Management | 25k | $2.1M | -6% | Mar 2023 |
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| Legacy Private Trust | 23k | $1.9M | -1% | Mar 2023 |
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| LBMC Investment Advisors | 23k | $1.9M | 0% | Mar 2023 |
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| Montz Harcus Wealth Management | 23k | $1.9M | 0% | Mar 2023 |
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| Lehman & Derafelo Financial Resources | 23k | $1.9M | 0% | Dec 2022 |
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| TFG Advisers | 22k | $1.8M | 1% | Mar 2023 |
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| Stifel Financial | 22k | $1.8M | 11% | Dec 2022 |
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| Denver Wealth Management | 21k | $1.8M | 100% | Mar 2023 |
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| Level Four Advisory Services | 21k | $1.7M | 100% | Dec 2022 |
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| Cfm Wealth Partners | 21k | $1.8M | 100% | Mar 2023 |
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| Valeo Financial Advisors | 21k | $1.7M | -5% | Mar 2023 |
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| Western Wealth Management | 21k | $1.7M | -50% | Dec 2022 |
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| Carr Financial Group Corp | 21k | $1.7M | 100% | Mar 2023 |
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| Northwest Bancshares | 20k | $1.6M | -7% | Mar 2023 |
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| J.w. Cole Advisors | 19k | $1.6M | 0% | Mar 2023 |
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| Equitable Holdings | 19k | $1.6M | 2% | Mar 2023 |
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| Paulson Wealth Management | 18k | $1.5M | 9% | Mar 2023 |
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| Pinkerton Retirement Specialists | 18k | $1.5M | 16% | Mar 2023 |
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| Bridgeworth | 18k | $1.5M | 0% | Mar 2023 |
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| 626 Financial | 18k | $1.5M | -24% | Mar 2023 |
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| Cyndeo Wealth Partners | 18k | $1.5M | 23% | Mar 2023 |
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| Jane Street | 18k | $1.5M | -56% | Mar 2023 |
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| Shoker Investment Counsel | 17k | $1.4M | -7% | Mar 2023 |
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| Defined Wealth Management | 16k | $1.3M | 58% | Mar 2023 |
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| Advisor Resource Council | 16k | $1.3M | 100% | Mar 2023 |
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| Flagship Harbor Advisors | 15k | $1.3M | 46% | Mar 2023 |
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| Centaurus Financial | 15k | $1.3M | 100% | Mar 2023 |
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| Edge Capital Group | 15k | $1.3M | -2% | Mar 2023 |
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| IHT Wealth Management | 15k | $1.2M | -5% | Mar 2023 |
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| KM Capital Management | 14k | $1.2M | 100% | Mar 2023 |
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| Manhattan West Asset Management | 14k | $1.2M | 1% | Mar 2023 |
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| Whalerock Point Partners | 14k | $1.2M | 0% | Mar 2023 |
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| Integrity Financial Corp | 14k | $1.1M | 10% | Mar 2023 |
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| Mercer Global Advisors | 14k | $1.1M | -12% | Mar 2023 |
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| NorthRock Partners | 14k | $1.1M | 7% | Mar 2023 |
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| Titleist Asset Management | 13k | $1.1M | 100% | Mar 2023 |
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| Citadel Advisors | 13k | $1.1M | 100% | Mar 2023 |
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| Summit Wealth Group | 12k | $0 | 100% | Mar 2023 |
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| Private Advisory | 12k | $1.0M | 100% | Dec 2022 |
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| Stratos Wealth Partners | 12k | $1.0M | -3% | Mar 2023 |
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| Keystone Financial Group | 12k | $953k | -1% | Dec 2022 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 12k | $967k | 0% | Mar 2023 |
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| PCG Wealth Advisors | 11k | $931k | -1% | Mar 2023 |
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| A.R. Schmeidler & Co | 11k | $929k | -2% | Mar 2023 |
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| ICA Group Wealth Management | 11k | $928k | 12% | Mar 2023 |
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| HPM Partners | 11k | $912k | 7% | Mar 2023 |
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| Jacobi Capital Management | 11k | $910k | -2% | Mar 2023 |
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| Salem Investment Counselors | 11k | $899k | 2% | Mar 2023 |
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| Atria Wealth Solutions | 11k | $883k | -1% | Mar 2023 |
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| Integrated Wealth Concepts | 9.9k | $834k | 3% | Mar 2023 |
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| Parcion Private Wealth | 9.9k | $830k | 0% | Mar 2023 |
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| William Blair $ Company | 9.8k | $823k | -25% | Mar 2023 |
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| Synovus Financial Corp. | 9.6k | $807k | 0% | Mar 2023 |
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| Creative Planning | 9.1k | $749k | -1% | Dec 2022 |
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| Aj Wealth Strategies | 9.0k | $757k | -74% | Mar 2023 |
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| Indie Asset Partners | 8.7k | $733k | -13% | Mar 2023 |
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| Franklin Resources | 8.7k | $733k | 794% | Mar 2023 |
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| Susquehanna International | 8.5k | $718k | -47% | Mar 2023 |
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| Intrua Financial | 8.4k | $670k | -63% | Mar 2023 |
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| Prosperity Consulting Group | 8.3k | $701k | -4% | Mar 2023 |
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| Ameritas Advisory Services | 8.3k | $693k | -48% | Mar 2023 |
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| Benjamin F. Edwards & Company | 8.1k | $679k | -1% | Mar 2023 |
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| Coconut Grove Bank | 8.0k | $675k | 0% | Mar 2023 |
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| AE Wealth Management | 8.0k | $671k | -1% | Mar 2023 |
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| PCA Investment Advisory Services | 8.0k | $668k | 100% | Mar 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.9k | $650k | 0% | Mar 2023 |
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| McIlrath & Eck | 7.7k | $650k | -5% | Mar 2023 |
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| _Sentinel Trust Company, LBA______________ | 7.6k | $639k | -82% | Mar 2023 |
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| Harbour Investments | 7.5k | $631k | 103% | Mar 2023 |
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| Harbor Advisory Corp | 7.4k | $619k | 0% | Mar 2023 |
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| Fiduciary Trust Company | 7.3k | $617k | 0% | Mar 2023 |
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| Visionary Wealth Advisors | 7.3k | $601k | 78% | Dec 2022 |
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| Taylor, Cottrill, Erickson & Associates | 7.1k | $599k | 3% | Mar 2023 |
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| Wilbanks Smith & Thomas Asset Management | 7.0k | $588k | -1% | Mar 2023 |
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| Financial Engines Advisors L.L.C | 7.0k | $586k | 10% | Mar 2023 |
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| Sandy Cove Advisors | 6.6k | $546k | 5% | Dec 2022 |
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| Flynn Zito Capital Management | 6.6k | $552k | -8% | Mar 2023 |
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| Orin Green Financial | 6.6k | $551k | -5% | Mar 2023 |
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| Ballast Advisors | 6.5k | $549k | 0% | Mar 2023 |
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| Pacific Sun Financial Corp | 6.4k | $530k | 0% | Dec 2022 |
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| Colonial River Wealth Management | 6.4k | $540k | -1% | Mar 2023 |
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| Eagle Strategies | 6.4k | $538k | 100% | Mar 2023 |
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| True Wealth Design | 6.3k | $530k | 0% | Mar 2023 |
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| LexAurum Advisors | 6.1k | $514k | -3% | Mar 2023 |
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| Stokes Family Office | 6.1k | $514k | 6% | Mar 2023 |
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| Hanson McClain Advisors | 6.1k | $510k | -20% | Mar 2023 |
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| Liberty Wealth Management | 5.2k | $438k | -80% | Mar 2023 |
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| HBK Sorce Advisory | 5.1k | $420k | -26% | Dec 2022 |
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| Aptus Capital Advisors | 249.00 | $21k | -97% | Mar 2023 |
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| BlackRock | 49.00 | $4.1k | -100% | Mar 2023 |
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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 |