Who owns SPDR DJ Wilshire Small Cap Growth?
- Ticker: SLYG
- CUSIP Number: 78464A201
Tip: Access positions for across all investors
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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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 |