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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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 |