Who owns SPDR DJ Wilshire Small Cap Growth?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 8.3M $805M 78% Mar 2026
 View chart
Financial Engines Advisors L.L.C 1.1M $108M -3% Dec 2025
 View chart
Bank of America Corporation 990k $96M 100% Mar 2026
 View chart
Morgan Stanley 923k $89M -11% Mar 2026
 View chart
Ameriprise Financial 847k $82M -12% Mar 2026
 View chart
NorthRock Partners 682k $66M 3% Mar 2026
 View chart
Diversified Enterprises 519k $49M 4% Dec 2025
 View chart
Cetera Investment Advisers 474k $46M 10% Mar 2026
 View chart
WCG Wealth Advisors 434k $42M 8% Mar 2026
 View chart
Rodgers & Associates 418k $40M -1% Mar 2026
 View chart
Krilogy Financial 352k $37M 3% Mar 2026
 View chart
Honkamp Krueger Financial Services 334k $32M 5% Mar 2026
 View chart
Financial Advisory Service 331k $31M 1% Dec 2025
 View chart
UBS Group 328k $32M 11% Mar 2026
 View chart
HighTower Advisors 315k $30M -4% Mar 2026
 View chart
Savant Capital Management 314k $30M 3% Mar 2026
 View chart
Mariner Wealth Advisors 301k $29M 7% Mar 2026
 View chart
Wells Fargo & Company 292k $28M 1% Mar 2026
 View chart
Raymond James Financial 280k $26M 13% Dec 2025
 View chart
Advisor Group Holdings 277k $26M -37% Dec 2025
 View chart
GHP Investment Advisors 250k $24M 1% Mar 2026
 View chart
Aire Advisors 228k $22M 1% Mar 2026
 View chart
OpenArc Corporate Advisory 211k $20M 100% Mar 2026
 View chart
Klingman & Associates 205k $19M 0% Dec 2025
 View chart
First National Trust Company 204k $20M 4% Mar 2026
 View chart
Bnp Paribas Arbitrage, Snc 200k $19M 645061% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 199k $19M 0% Mar 2026
 View chart
Convergence Financial 193k $19M -4% Mar 2026
 View chart
Shakespeare Wealth Management 182k $18M 3% Mar 2026
 View chart
Equitable Holdings 182k $17M -46% Mar 2026
 View chart
Grey Fox Wealth Advisors 177k $17M 4% Mar 2026
 View chart
Commonwealth Equity Services 175k $17M 2% Mar 2026
 View chart
Jones Financial Companies, L.L 174k $16M 16% Dec 2025
 View chart
Victory Financial Group 164k $16M 9% Mar 2026
 View chart
Private Advisor 159k $15M -17% Mar 2026
 View chart
CWM 148k $14M -14% Dec 2025
 View chart
Optimist Retirement Group 134k $13M 0% Mar 2026
 View chart
Tiaa-cref Individual & Institutional Services 121k $12M 100% Mar 2026
 View chart
Balanced Wealth Group 119k $12M 3% Mar 2026
 View chart
Marietta Wealth Management 118k $11M 1% Mar 2026
 View chart
Envestnet Asset Management 115k $11M -19% Mar 2026
 View chart
Integrated Wealth Concepts 106k $10M 39% Mar 2026
 View chart
Csenge Advisory Group 104k $10M -10% Mar 2026
 View chart
Rainey & Randall Investment Management 103k $9.9M 0% Mar 2026
 View chart
Independent Advisor Alliance 103k $9.9M 1540% Mar 2026
 View chart
Royal Bank of Canada 100k $9.5M 176% Mar 2026
 View chart
Mather Group 99k $9.6M -1% Mar 2026
 View chart
BIP Wealth 94k $9.1M -1% Mar 2026
 View chart
MONECO Advisors 92k $8.9M 29% Mar 2026
 View chart
MAI Wealth Advisors 85k $8.2M -1% Mar 2026
 View chart
Key FInancial 83k $8.0M 0% Mar 2026
 View chart
Financial Strategies Group 83k $8.8M 7% Mar 2026
 View chart
Mutual Advisors 82k $8.0M -5% Mar 2026
 View chart
Integrity Wealth Solutions 78k $7.6M -1% Mar 2026
 View chart
Capital Performance Advisors 77k $7.4M 100% Mar 2026
 View chart
Colony 76k $7.2M 3% Dec 2025
 View chart
Tradition Wealth Management 76k $7.2M -1% Dec 2025
 View chart
Hrc Wealth Management 76k $7.4M 2% Mar 2026
 View chart
KWB Wealth 76k $7.2M -10% Mar 2026
 View chart
Cerro Pacific Wealth Advisors 75k $7.3M 14% Mar 2026
 View chart
Baird Financial 75k $7.1M 5% Dec 2025
 View chart
Strategies Wealth Advisors 75k $7.0M -3% Dec 2025
 View chart
Aptus Capital Advisors 74k $7.1M 3% Mar 2026
 View chart
Pathstone Holdings 72k $6.9M 155% Mar 2026
 View chart
Wealthcare Advisory Partners 72k $6.9M -30% Mar 2026
 View chart
Nvest Wealth Strategies 70k $6.8M -11% Mar 2026
 View chart
Cambridge Investment Research Advisors 68k $6.5M 0% Mar 2026
 View chart
Fragasso 67k $6.6M -1% Mar 2026
 View chart
New England Capital Financial Advisors 67k $6.4M 27% Mar 2026
 View chart
Branch Banking & Trust Company 64k $6.2M 4% Mar 2026
 View chart
Compton Financial Group 62k $6.0M -25% Mar 2026
 View chart
Leslie Global Wealth 62k $5.8M 4% Dec 2025
 View chart
ERTS Wealth Advisors 61k $5.8M -52% Mar 2026
 View chart
Financial Security Advisor 58k $5.6M -3% Mar 2026
 View chart
Creative Planning 58k $5.6M 1% Mar 2026
 View chart
Leicht Financial Planning & Wealth Management 57k $5.5M -1% Mar 2026
 View chart
Assetmark 57k $5.5M 0% Mar 2026
 View chart
Junk Investment Group 56k $5.4M 100% Mar 2026
 View chart
Emerald Investment Partners 55k $5.3M 0% Mar 2026
 View chart
Pacific Sun Financial Corp 52k $5.0M 0% Mar 2026
 View chart
Summit Financial 52k $5.0M 662% Mar 2026
 View chart
Barrett & Company 51k $5.0M 1% Mar 2026
 View chart
Midwest Financial Group 51k $4.9M 4% Mar 2026
 View chart
Mml Investors Services 51k $4.9M -24% Mar 2026
 View chart
Goldman Sachs Group 50k $4.9M 7% Mar 2026
 View chart
J.w. Cole Advisors 50k $4.8M 1% Mar 2026
 View chart
Financial Concepts Un 50k $4.8M 100% Mar 2026
 View chart
ERn Financial 49k $4.8M -2% Mar 2026
 View chart
Interactive Financial Advisors 49k $4.7M 2% Mar 2026
 View chart
Krasney Financial 49k $4.7M -3% Mar 2026
 View chart
Geneos Wealth Management 48k $4.6M -3% Mar 2026
 View chart
Michael S. Ryan 47k $4.5M 2% Mar 2026
 View chart
Livet Wealth 47k $4.5M 100% Mar 2026
 View chart
Quent Capital 47k $4.5M 5% Mar 2026
 View chart
Probity Advisors 46k $4.5M 1% Mar 2026
 View chart
Graney & King 46k $4.4M -10% Mar 2026
 View chart
Signature Estate and Investment Advisors 46k $4.4M 4% Mar 2026
 View chart
McAdam 45k $4.4M -7% Mar 2026
 View chart
CI Private Wealth 45k $4.3M -1% Mar 2026
 View chart
Susquehanna International 45k $4.2M 100% Dec 2025
 View chart
Everhart Financial Group 45k $4.3M 939% Mar 2026
 View chart
Harbour Investments 44k $4.3M 34% Mar 2026
 View chart
Moneta Group Investment Advisors 43k $4.2M 0% Mar 2026
 View chart
Gibbs Wealth Management 42k $4.0M 141% Mar 2026
 View chart
Kingsview Wealth Management 42k $4.0M -3% Mar 2026
 View chart
Chicago Partners Investment 41k $4.3M 4% Mar 2026
 View chart
Steward Partners Investment Advisory 40k $3.9M 7% Mar 2026
 View chart
Stillwater Capital Advisors 40k $3.8M 5% Mar 2026
 View chart
Charles Schwab Investment Management 39k $3.7M -3% Dec 2025
 View chart
Merit Financial Group 39k $3.7M -13% Mar 2026
 View chart
D.A. Davidson & Co. 38k $3.6M 9% Mar 2026
 View chart
Capital Analysts 38k $3.6M 11% Mar 2026
 View chart
Roan Capital Partners 38k $3.6M 100% Mar 2026
 View chart
Kingswood Wealth Advisors 37k $3.6M 11% Mar 2026
 View chart
Mercer Global Advisors 37k $3.5M 10% Mar 2026
 View chart
Gladstone Institutional Advisory 36k $3.5M 15% Mar 2026
 View chart
Summit Wealth Group Llc / Co 35k $3.4M -9% Mar 2026
 View chart
Prestige Wealth Management Group 35k $3.3M 2% Mar 2026
 View chart
Buckingham Strategic Partners 33k $3.2M -27% Mar 2026
 View chart
Sage Financial 31k $3.0M 4% Mar 2026
 View chart
Perennial Investment Advisors 31k $3.0M 5% Mar 2026
 View chart
CarsonAllaria Wealth Management 31k $3.0M -1% Mar 2026
 View chart
BlackRock 31k $3.0M 6% Mar 2026
 View chart
Tme Financial 30k $2.9M 1% Mar 2026
 View chart
Mosaic Family Wealth Partners 30k $2.9M -4% Mar 2026
 View chart
Copia Wealth Management 29k $2.8M 14% Mar 2026
 View chart
GEN Financial Management 29k $2.8M -2% Mar 2026
 View chart
Portside Wealth Group 29k $2.7M 2% Mar 2026
 View chart
Goldstone Financial Group 28k $2.7M -41% Mar 2026
 View chart
Wiley Bros.-aintree Capital 28k $2.6M 37% Dec 2025
 View chart
Cornerstone Advisors Asset Management 28k $2.7M 100% Mar 2026
 View chart
Taylor, Cottrill, Erickson & Associates 28k $2.7M 1% Mar 2026
 View chart
Larson Financial Group 27k $2.5M 1% Dec 2025
 View chart
Forbes Financial Planning 26k $2.5M -3% Mar 2026
 View chart
Flagship Harbor Advisors 26k $2.5M 18% Mar 2026
 View chart
Tempo Wealth 26k $2.5M 8% Mar 2026
 View chart
Univest National Bank and Trust 26k $2.5M 15% Mar 2026
 View chart
May Barnhard Investments 25k $2.4M -22% Mar 2026
 View chart
Spartan Wealth Advisory Services 25k $2.4M 100% Mar 2026
 View chart
IHT Wealth Management 25k $2.4M 5% Dec 2025
 View chart
Clarus Wealth Advisors 25k $2.5M -1% Mar 2026
 View chart
Prosperity Consulting Group 25k $2.4M -4% Mar 2026
 View chart
Capital Square 25k $2.6M 4% Mar 2026
 View chart
AQR Capital Management 24k $2.3M 41% Mar 2026
 View chart
Brookstone Capital Management 24k $2.3M -4% Mar 2026
 View chart
Parkside Financial Bank & Trust 24k $2.3M 2% Mar 2026
 View chart
Barden Capital Management 24k $2.3M 3% Mar 2026
 View chart
Focus Financial Network 24k $2.3M -4% Mar 2026
 View chart
Global Retirement Partners 23k $2.2M 27% Dec 2025
 View chart
Waller Financial Planning Group 23k $2.2M -4% Mar 2026
 View chart
Blue Barn Wealth 23k $2.2M -65% Dec 2025
 View chart
Brady Martz Wealth Solutions 19k $1.8M -39% Mar 2026
 View chart
Abound Financial 8.4k $807k -71% Mar 2026
 View chart
Tiaa Trust, National Association 4.2k $409k -97% Mar 2026
 View chart

Who sold out of SPDR DJ Wilshire Small Cap Growth?

Fund or Company Name Date Sold Shares Held Valued At
PFG Private Wealth Management Sep 2025 76k $7.1M
Wealth Enhancement Advisory Services Dec 2025 73k $7.1M
IFG Advisory Dec 2025 31k $2.9M
Wealth Watch Advisors Dec 2025 29k $2.7M