Who owns SPDR DJ Wilshire Small Cap Growth?

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Analyze quarterly positions in SPDR DJ Wilshire Small Cap Growth with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR DJ Wilshire Small Cap Growth stock

Who bought or sold SPDR DJ Wilshire Small Cap Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 2.3M $216M 2% Sep 2024
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Bank of America Corporation 1.7M $156M 4% Sep 2024
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Citigroup 1.6M $151M 0% Sep 2024
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Financial Engines Advisors L.L.C 1.3M $123M -3% Sep 2024
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Townsquare Capital 1.2M $112M 211% Sep 2024
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Stifel Financial 588k $51M -13% Jun 2024
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Benjamin F. Edwards & Company 437k $38M -8% Jun 2024
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Honkamp Krueger Financial Services 393k $34M 11% Jun 2024
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Rodgers & Associates 392k $37M -1% Sep 2024
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Benjamin Edwards 382k $36M 2162% Sep 2024
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Morgan Stanley 376k $34M -1% Jun 2024
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Wells Fargo & Company 362k $34M 5% Sep 2024
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Savant Capital Management 332k $31M 10% Sep 2024
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Financial Advisory Service 303k $28M 2% Sep 2024
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Commonwealth Equity Services 285k $27M 0% Sep 2024
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Advisor Group Holdings 264k $25M -10% Sep 2024
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Krilogy Financial 253k $24M -3% Sep 2024
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Financial Planning & Information Services 239k $22M 4% Sep 2024
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GHP Investment Advisors 232k $22M 1% Sep 2024
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NorthRock Partners 228k $21M -6% Sep 2024
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ERTS Wealth Advisors 227k $21M 1% Sep 2024
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Aire Advisors 221k $19M -1% Jun 2024
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KWB Wealth 214k $18M 8% Sep 2024
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Cetera Investment Advisers 210k $18M 9% Jun 2024
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Equitable Holdings 207k $18M -38% Jun 2024
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Confluence Investment Management 199k $19M -16% Sep 2024
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Private Advisor 199k $19M 14% Sep 2024
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Mariner Wealth Advisors 197k $18M -4% Sep 2024
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Assetmark 191k $18M 0% Sep 2024
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Redwood Investment Management 183k $17M -23% Sep 2024
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Klingman & Associates 175k $16M 0% Sep 2024
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First National Trust Company 174k $16M 6% Sep 2024
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Raymond James Financial Services Advisors 161k $15M 13% Sep 2024
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Shakespeare Wealth Management 155k $14M 19% Sep 2024
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Csenge Advisory Group 150k $14M -5% Sep 2024
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Envestnet Asset Management 144k $13M 1% Sep 2024
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Tiaa Trust, National Association 143k $12M 6% Jun 2024
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WCG Wealth Advisors 138k $13M -6% Sep 2024
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Grey Fox Wealth Advisors 137k $13M 34% Sep 2024
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Optimist Retirement Group 126k $12M 2% Sep 2024
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Financial Enhancement 125k $8.8M 100% Sep 2024
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Mather Group 120k $11M -5% Sep 2024
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HighTower Advisors 117k $10M 2% Jun 2024
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Branch Banking & Trust Company 113k $9.7M 1% Jun 2024
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Forbes Financial Planning 106k $9.9M 2% Sep 2024
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Rainey & Randall Investment Management 103k $9.5M 0% Sep 2024
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Northwestern Mutual Wealth Management Company 101k $9.4M 18% Sep 2024
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Kades & Cheifetz 101k $9.4M -1% Sep 2024
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Financial Consulate 101k $9.4M 6% Sep 2024
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Univest National Bank and Trust 99k $9.2M 100% Sep 2024
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Perennial Investment Advisors 96k $8.2M 4% Jun 2024
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Balanced Wealth Group 95k $8.7M -68% Sep 2024
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Wealthcare Advisory Partners 94k $8.7M 2% Sep 2024
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Goldman Sachs Group 89k $7.7M -13% Jun 2024
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Key FInancial 86k $8.0M 6% Sep 2024
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Jones Financial Companies, L.L 85k $7.9M 171% Sep 2024
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MAI Wealth Advisors 83k $7.8M -1% Sep 2024
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O'Dell Group 83k $7.2M 0% Jun 2024
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Tradition Wealth Management 80k $7.5M 0% Sep 2024
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BIP Wealth 79k $7.3M 12% Sep 2024
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Systelligence 79k $7.3M 100% Sep 2024
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ERn Financial 77k $7.1M 1% Sep 2024
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Leslie Global Wealth 76k $7.0M 7% Sep 2024
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Financial Strategies Group 70k $6.5M 0% Sep 2024
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Krasney Financial 69k $6.4M -4% Sep 2024
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Integrity Wealth Solutions 69k $6.4M 37% Sep 2024
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Cambridge Investment Research Advisors 68k $6.4M 8% Sep 2024
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Marietta Wealth Management 68k $6.3M 2% Sep 2024
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Wealth Enhancement Advisory Services 67k $5.8M 24% Jun 2024
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Financial Security Advisor 66k $6.2M -1% Sep 2024
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Hrc Wealth Management 63k $5.9M 3% Sep 2024
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Royal Bank of Canada 62k $5.7M 146% Sep 2024
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Signature Estate and Investment Advisors 60k $5.6M -25% Sep 2024
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Portside Wealth Group 59k $5.5M 11% Sep 2024
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McAdam 58k $5.4M -20% Sep 2024
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Pacific Sun Financial Corp 55k $5.2M -1% Sep 2024
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Blue Barn Wealth 53k $4.9M 3% Sep 2024
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Waller Financial Planning Group 53k $4.9M 5% Sep 2024
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Creative Planning 52k $4.8M -3% Sep 2024
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Diversified 52k $4.5M 1% Jun 2024
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Strategies Wealth Advisors 52k $4.8M 0% Sep 2024
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CWM 52k $4.8M 40% Sep 2024
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Aptus Capital Advisors 52k $4.8M 23% Sep 2024
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Charles Schwab Investment Management 51k $4.8M -5% Sep 2024
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Barrett & Company 51k $4.8M 1% Sep 2024
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Emerald Investment Partners 51k $4.7M 7% Sep 2024
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Interactive Financial Advisors 51k $4.7M 1% Sep 2024
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Kingsview Wealth Management 50k $4.7M 47% Sep 2024
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Pinnacle Financial Partners 50k $4.6M 0% Sep 2024
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Taylor, Cottrill, Erickson & Associates 49k $4.5M 0% Sep 2024
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Oakmont Partners 48k $4.5M -25% Sep 2024
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New England Capital Financial Advisors 47k $4.4M 2% Sep 2024
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Steward Partners Investment Advisory 46k $3.9M 0% Jun 2024
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Spire Wealth Management 45k $4.2M 0% Sep 2024
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Integrated Wealth Concepts 44k $4.1M 28% Sep 2024
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Proequities 44k $4.1B 4% Sep 2024
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Fragasso 43k $4.0M -9% Sep 2024
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MONECO Advisors 42k $3.9M -8% Sep 2024
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CI Private Wealth 42k $3.9M -3% Sep 2024
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Prestige Wealth Management Group 41k $3.8M -2% Sep 2024
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Probity Advisors 40k $3.8M 3% Sep 2024
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Susquehanna International 40k $3.7M 100% Sep 2024
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Mml Investors Services 40k $3.7M -1% Sep 2024
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Geneos Wealth Management 39k $3.4M 3% Jun 2024
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H D Vest Advisory Services 37k $3.2M 25% Jun 2024
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Goldstone Financial Group 36k $3.4M 100% Sep 2024
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Michael S. Ryan 36k $3.3M 0% Sep 2024
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JNBA Financial Advisors 35k $3.3M -28% Sep 2024
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Pathstone Holdings 35k $3.3M 0% Sep 2024
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Merit Financial Group 34k $3.1M 100% Sep 2024
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CarsonAllaria Wealth Management 34k $3.1M -3% Sep 2024
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M^T Bank Corporation 33k $3.1M -8% Sep 2024
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Sugarloaf Wealth Management 33k $3.1M -3% Sep 2024
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Moneta Group Investment Advisors 33k $3.1M -11% Sep 2024
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Christopher J. Hasenberg 33k $3.0M 36000% Sep 2024
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Bristlecone Advisors 32k $3.0M 5% Sep 2024
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Raymond James & Associates 32k $3.0M 80% Sep 2024
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Prosperity Consulting Group 31k $2.9M -1% Sep 2024
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Quent Capital 30k $2.8M 10% Sep 2024
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Creative Financial Designs 30k $2.8M -17% Sep 2024
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Harbour Investments 30k $2.8M -2% Sep 2024
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D.A. Davidson & Co. 28k $2.4M 16% Jun 2024
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Focus Financial Network 28k $2.6M 1% Sep 2024
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Axiom Advisory 27k $2.4M 29% Sep 2024
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Jpmorgan Chase & Co 26k $2.4M 1% Sep 2024
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Cerro Pacific Wealth Advisors 26k $2.3M 2% Sep 2024
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Koss-Olinger Consulting 26k $2.4M -3% Sep 2024
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Gladstone Institutional Advisory 26k $2.4M -1% Sep 2024
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Mutual Advisors 25k $2.3M 0% Sep 2024
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Sage Financial 25k $2.3M 2% Sep 2024
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Burney Co/ 25k $2.3M -3% Sep 2024
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Advisor OS 24k $2.3M -1% Sep 2024
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Chicago Partners Investment 24k $2.2M 4% Sep 2024
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Mercer Global Advisors 24k $2.1M 7% Jun 2024
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Denver Wealth Management 24k $2.2M -5% Sep 2024
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Colony 23k $2.2M 8% Sep 2024
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Financial Network Wealth Advisors 23k $2.1M 1% Sep 2024
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Ignite Planners 23k $2.1M 20% Sep 2024
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Stillwater Capital Advisors 22k $2.0M 1% Sep 2024
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Larson Financial Group 22k $2.0M 4% Sep 2024
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American Financial & Tax Strategies 22k $2.0M 2% Sep 2024
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Oak Root 22k $2.0M -2% Sep 2024
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Nwam 21k $2.0M 100% Sep 2024
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Stratos Wealth Partners 21k $2.0M 19% Sep 2024
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Barden Capital Management 20k $1.8M 3% Sep 2024
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Tobias Financial Advisors 19k $1.8M 0% Sep 2024
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Eqis Capital Management 19k $1.8M -8% Sep 2024
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Diligent Investors 19k $1.8M 1% Sep 2024
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Haverford Trust Company 19k $1.8M -31% Sep 2024
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Corrigan Financial 19k $1.8M -2% Sep 2024
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Keeler & Nadler Financial Planning & Wealth Management 19k $1.7M -19% Sep 2024
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Visionary Wealth Advisors 18k $1.7M -12% Sep 2024
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Atria Wealth Solutions 18k $1.7M -14% Sep 2024
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Strategic Advocates 18k $1.7M -30% Sep 2024
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Custom Index Systems 18k $1.6M -26% Sep 2024
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Confluence Wealth Services 15k $1.4M -37% Sep 2024
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Brookstone Capital Management 9.7k $907k -65% Sep 2024
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AE Wealth Management 7.8k $728k -97% Sep 2024
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Strategic Financial Concepts 7.6k $708k -98% Sep 2024
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Level Four Advisory Services 6.4k $546k -92% Jun 2024
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Who sold out of SPDR DJ Wilshire Small Cap Growth?

Fund or Company Name Date Sold Shares Held Valued At
Pinnacle Family Advisors Mar 2024 65k $5.7M
Thrivent Financial for Lutherans Mar 2024 62k $5.4M
Ohe Financial Jun 2024 21k $1.8M