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
Citigroup 2.6M $215M 22% Mar 2025
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LPL Financial 2.5M $208M 10% Mar 2025
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Bank of America Corporation 1.7M $154M 1% Dec 2024
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Financial Engines Advisors L.L.C 1.3M $105M -2% Mar 2025
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Townsquare Capital 1.0M $86M 7% Mar 2025
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Ameriprise Financial 991k $90M -7% Dec 2024
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NorthRock Partners 639k $53M 1% Mar 2025
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Morgan Stanley 632k $98M 100% Dec 2024
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Stifel Financial 498k $45M 5% Dec 2024
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Diversified Enterprises 426k $39M 100% Dec 2024
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Wells Fargo & Company 400k $36M 10% Dec 2024
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Rodgers & Associates 398k $33M 3% Mar 2025
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Honkamp Krueger Financial Services 360k $30M -4% Mar 2025
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Savant Capital Management 323k $27M -1% Mar 2025
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UBS Group 298k $25M 4% Mar 2025
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Financial Advisory Service 298k $25M 2% Mar 2025
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Commonwealth Equity Services 293k $27M 3% Dec 2024
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Advisor Group Holdings 287k $24M 31% Mar 2025
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Equitable Holdings 277k $25M 11% Dec 2024
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Krilogy Financial 271k $23M 7% Mar 2025
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Benjamin Edwards 263k $22M -35% Mar 2025
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GHP Investment Advisors 238k $20M 1% Mar 2025
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Cetera Investment Advisers 235k $21M 1% Dec 2024
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Convergence Financial 234k $19M 100% Mar 2025
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ERTS Wealth Advisors 230k $19M 0% Mar 2025
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Aire Advisors 224k $19M 1% Mar 2025
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Raymond James Financial 203k $18M 100% Dec 2024
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Assetmark 199k $18M 4% Dec 2024
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KWB Wealth 191k $17M -7% Mar 2025
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Private Advisor 185k $15M -9% Mar 2025
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Mariner Wealth Advisors 185k $17M -6% Dec 2024
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Tiaa Trust, National Association 173k $14M 5% Mar 2025
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Klingman & Associates 173k $16M -1% Dec 2024
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First National Trust Company 169k $14M -3% Mar 2025
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Shakespeare Wealth Management 152k $14M -2% Dec 2024
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Envestnet Asset Management 148k $12M -7% Mar 2025
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Grey Fox Wealth Advisors 145k $12M 2% Mar 2025
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WCG Wealth Advisors 139k $13M 1% Dec 2024
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Optimist Retirement Group 131k $11M 1% Mar 2025
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Csenge Advisory Group 130k $10M -4% Mar 2025
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Confluence Investment Management 127k $11M -39% Mar 2025
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Branch Banking & Trust Company 126k $10M -6% Mar 2025
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Mercer Global Advisors 120k $11M 436% Dec 2024
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Mather Group 119k $9.9M 1% Mar 2025
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CWM 119k $9.9M 125% Mar 2025
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Northwestern Mutual Wealth Management Company 119k $11M 17% Dec 2024
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HighTower Advisors 116k $10M -3% Dec 2024
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Jones Financial Companies, L.L 110k $10M 30% Dec 2024
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Rainey & Randall Investment Management 106k $8.8M 1% Mar 2025
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Forbes Financial Planning 104k $8.7M -1% Mar 2025
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Balanced Wealth Group 100k $8.3M -2% Mar 2025
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Kades & Cheifetz 100k $9.0M -1% Dec 2024
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Victory Financial Group 95k $7.9M 1725% Mar 2025
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Wealthcare Advisory Partners 92k $7.6M -4% Mar 2025
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BIP Wealth 90k $7.5M 5% Mar 2025
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MAI Wealth Advisors 88k $8.0M 6% Dec 2024
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O'Dell Group 87k $7.3M -4% Mar 2025
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Tradition Wealth Management 85k $7.7M 6% Dec 2024
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Key FInancial 85k $7.1M -2% Mar 2025
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Wealth Enhancement Advisory Services 79k $6.6M 0% Mar 2025
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Cambridge Investment Research Advisors 76k $6.3M 5% Mar 2025
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Mutual Advisors 76k $6.1M 199% Mar 2025
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Marietta Wealth Management 73k $6.1M 6% Mar 2025
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ERn Financial 72k $6.0M -2% Mar 2025
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Integrity Wealth Solutions 71k $6.4M 2% Dec 2024
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Hrc Wealth Management 70k $6.3M 11% Dec 2024
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Financial Strategies Group 69k $6.2M 0% Dec 2024
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Baird Financial 69k $6.2M -1% Dec 2024
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H D Vest Advisory Services 65k $5.9M 43% Dec 2024
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Financial Security Advisor 64k $5.3M -2% Mar 2025
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Signature Estate and Investment Advisors 61k $5.5M 1% Dec 2024
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Aptus Capital Advisors 61k $5.0M 12% Mar 2025
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Blue Barn Wealth 58k $4.8M 6% Mar 2025
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Krasney Financial 58k $4.8M -13% Mar 2025
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Steward Partners Investment Advisory 58k $5.2M -3% Dec 2024
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Pacific Sun Financial Corp 56k $4.6M 1% Mar 2025
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Buckingham Strategic Partners 56k $5.0M 291% Dec 2024
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McAdam 54k $4.9M -7% Dec 2024
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Interactive Financial Advisors 54k $4.5M 5% Mar 2025
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Emerald Investment Partners 54k $4.5M 1% Mar 2025
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Creative Planning 53k $4.8M 3% Dec 2024
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Portside Wealth Group 53k $4.4M 7% Mar 2025
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Kingsview Wealth Management 52k $4.3M 1% Mar 2025
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Barrett & Company 51k $4.3M 0% Mar 2025
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Pinnacle Financial Partners 50k $4.1M 0% Mar 2025
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Perennial Investment Advisors 50k $4.5M -47% Dec 2024
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Strategies Wealth Advisors 48k $4.5M -7% Dec 2024
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Integrated Wealth Concepts 48k $4.3M 8% Dec 2024
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Goldstone Financial Group 48k $3.9M -4% Mar 2025
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Goldman Sachs Group 47k $3.9M 0% Mar 2025
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Cerro Pacific Wealth Advisors 47k $4.2M 18% Mar 2025
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J.w. Cole Advisors 46k $3.8M 267% Mar 2025
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Charles Schwab Investment Management 46k $3.8M -6% Mar 2025
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Geneos Wealth Management 45k $3.8M 10% Mar 2025
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New England Capital Financial Advisors 45k $3.7M -7% Mar 2025
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Leslie Global Wealth 43k $3.9M -43% Dec 2024
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MONECO Advisors 43k $3.6M 13% Mar 2025
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Michael S. Ryan 41k $3.4M 12% Mar 2025
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May Barnhard Investments 41k $3.4M -1% Mar 2025
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Bristlecone Advisors 41k $3.4M 20% Mar 2025
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Mml Investors Services 40k $3.6M 0% Dec 2024
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Advisor Resource Council 39k $3.2M 100% Mar 2025
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Probity Advisors 39k $3.2M 1% Mar 2025
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Waller Financial Planning Group 39k $3.2M -28% Mar 2025
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Brady Martz Wealth Solutions 38k $3.1M -7% Mar 2025
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Oakmont Partners 37k $3.1M -14% Mar 2025
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Proequities 36k $3.4B -17% Dec 2024
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Pathstone Holdings 36k $3.2M 1% Dec 2024
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D.A. Davidson & Co. 36k $2.9M -2% Mar 2025
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Prestige Wealth Management Group 34k $2.9M -16% Mar 2025
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Royal Bank of Canada 34k $3.1M -45% Dec 2024
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Sugarloaf Wealth Management 34k $3.0M 2% Dec 2024
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CarsonAllaria Wealth Management 33k $2.8M -2% Mar 2025
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Fragasso 33k $2.7M -21% Mar 2025
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Harbour Investments 31k $2.6M 5% Mar 2025
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Stillwater Capital Advisors 31k $2.6M 44% Mar 2025
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Moneta Group Investment Advisors 31k $2.8M -5% Dec 2024
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Chicago Partners Investment 31k $2.6M 23% Mar 2025
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Kingswood Wealth Advisors 31k $2.6M 5% Mar 2025
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Prosperity Consulting Group 31k $2.5M 0% Mar 2025
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Univest National Bank and Trust 29k $2.4M -74% Mar 2025
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Focus Financial Network 28k $2.3M -2% Mar 2025
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Taylor, Cottrill, Erickson & Associates 27k $2.2M -1% Mar 2025
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M^T Bank Corporation 26k $2.2M -7% Mar 2025
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Oak Root 26k $2.2M 4% Mar 2025
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Koss-Olinger Consulting 26k $2.1M -1% Mar 2025
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Sage Financial 26k $2.1M 1% Mar 2025
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IHT Wealth Management 25k $2.2M 0% Dec 2024
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Gladstone Institutional Advisory 24k $2.2M -6% Dec 2024
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Custom Index Systems 24k $2.2M 37% Dec 2024
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Brookstone Capital Management 24k $2.0M 80% Mar 2025
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Colony 24k $2.1M 1% Dec 2024
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Susquehanna International 24k $2.1M -41% Dec 2024
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Midwest Financial Group 23k $2.1M 100% Dec 2024
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Capital Square 23k $2.2M 14% Dec 2024
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Denver Wealth Management 23k $1.9M -2% Mar 2025
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JNBA Financial Advisors 22k $1.9M -36% Mar 2025
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American Financial & Tax Strategies 22k $2.0M 0% Dec 2024
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Redwood Investment Management 22k $1.9M -88% Dec 2024
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Barden Capital Management 21k $1.8M 2% Mar 2025
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Larson Financial Group 21k $1.8M -1% Mar 2025
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Copia Wealth Management 21k $1.7M 6% Mar 2025
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Mosaic Family Wealth Partners 21k $1.7M 27% Mar 2025
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Burney Co/ 20k $1.8M -18% Dec 2024
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Florida Financial Advisors 20k $1.6M 66% Mar 2025
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Jpmorgan Chase & Co 20k $1.7M -15% Mar 2025
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Creative Financial Designs 20k $1.7M 2% Mar 2025
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Eqis Capital Management 19k $1.7M -1% Dec 2024
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Tobias Financial Advisors 19k $1.7M -2% Dec 2024
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Financial Advisors Network 19k $1.7M 100% Dec 2024
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Haverford Trust Company 18k $1.7M -4% Dec 2024
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Merit Financial Group 18k $1.5M -44% Mar 2025
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Diligent Investors 18k $1.5M -6% Mar 2025
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Ignite Planners 17k $1.4M -27% Mar 2025
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Financial Advocates Investment Management 12k $1.0M -43% Mar 2025
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Financial Network Wealth Advisors 9.4k $845k -59% Dec 2024
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Independent Advisor Alliance 4.6k $385k -82% Mar 2025
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CI Private Wealth 4.4k $401k -89% Dec 2024
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Spire Wealth Management 1.2k $100k -97% Mar 2025
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Who sold out of SPDR DJ Wilshire Small Cap Growth?

Fund or Company Name Date Sold Shares Held Valued At
Financial Consulate Dec 2024 104k $9.4M
Systelligence Dec 2024 104k $9.4M
Advisor OS Dec 2024 24k $2.2M
Nwam Dec 2024 21k $1.9M