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 1.8M $130M 10% Sep 2023
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Citigroup 1.6M $132M 100% Dec 2023
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Financial Engines Advisors L.L.C 1.4M $104M -1% Sep 2023
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Bank of America Corporation 1.4M $118M 4% Dec 2023
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Ameriprise Financial 739k $54M -9% Sep 2023
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Signature Estate and Investment Advisors 644k $54M 3% Dec 2023
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Haverford Trust Company 566k $47M -19% Dec 2023
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Stifel Financial 527k $44M 64% Dec 2023
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Assetmark 443k $37M -2% Dec 2023
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Rodgers & Associates 401k $34M 4% Dec 2023
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Benjamin F. Edwards & Company 371k $31M 58% Dec 2023
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Townsquare Capital 366k $31M 9% Dec 2023
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Savant Capital Management 342k $29M -1% Dec 2023
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Morgan Stanley 337k $25M 4% Sep 2023
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Redwood Investment Management 299k $25M 103% Dec 2023
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Wells Fargo & Company 298k $25M -10% Dec 2023
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NorthRock Partners 292k $25M -5% Dec 2023
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Financial Advisory Service 286k $24M -2% Dec 2023
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Krilogy Financial 260k $22M -2% Dec 2023
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Commonwealth Equity Services 254k $21M 1% Dec 2023
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Raymond James Financial Services Advisors 235k $20M 167% Dec 2023
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GHP Investment Advisors 223k $19M 2% Dec 2023
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Aire Advisors 222k $19M -2% Dec 2023
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ERTS Wealth Advisors 218k $18M 4% Dec 2023
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AE Wealth Management 214k $18M -4% Dec 2023
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KWB Wealth 210k $18M -2% Dec 2023
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Financial Planning & Information Services 209k $15M 0% Sep 2023
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WCG Wealth Advisors 194k $16M -14% Dec 2023
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First National Trust Company 186k $16M -9% Dec 2023
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Equitable Holdings 184k $14M 5% Sep 2023
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Mariner Wealth Advisors 180k $15M 11% Dec 2023
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Klingman & Associates 179k $15M 6% Dec 2023
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Csenge Advisory Group 178k $13M 1% Sep 2023
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Octavia Wealth Advisors 177k $15M 3% Dec 2023
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UBS Group 174k $15M 12% Dec 2023
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Advisor Group Holdings 162k $14M -4% Dec 2023
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Financial Network Investment Corporation 155k $11M 71% Sep 2023
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Private Advisor 144k $12M -2% Dec 2023
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Tiaa Trust, National Association 133k $11M -3% Dec 2023
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Mather Group 127k $11M 2% Dec 2023
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Strategic Advocates 127k $11M 100% Dec 2023
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Envestnet Asset Management 127k $9.3M -13% Sep 2023
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Shakespeare Wealth Management 124k $9.1M 1% Sep 2023
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Confluence Investment Management 123k $9.0M 2% Sep 2023
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Tradition Wealth Management 119k $10M -51% Dec 2023
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HighTower Advisors 119k $10M 29% Dec 2023
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Optimist Retirement Group 118k $9.8M 100% Dec 2023
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Branch Banking & Trust Company 110k $9.2M 11% Dec 2023
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Kades & Cheifetz 102k $8.5M -1% Dec 2023
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Forbes Financial Planning 98k $7.2M 1% Sep 2023
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Denver Wealth Management 97k $8.1M -1% Dec 2023
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Rainey & Randall Investment Management 95k $7.9M 6% Dec 2023
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JNBA Financial Advisors 93k $7.8M 12% Dec 2023
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Wealthcare Advisory Partners 91k $7.6M 6% Dec 2023
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Perennial Investment Advisors 89k $6.5M -1% Sep 2023
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Honkamp Krueger Financial Services 89k $7.5M -1% Dec 2023
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Financial Consulate 87k $7.3M 6% Dec 2023
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Krasney Financial 86k $7.2M -4% Dec 2023
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Grey Fox Wealth Advisors 85k $7.1M 13% Dec 2023
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Ethos Financial Group 81k $6.8M 100% Dec 2023
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Thrivent Financial for Lutherans 79k $5.8M 6% Sep 2023
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Cambridge Investment Research Advisors 78k $6.5M 4% Dec 2023
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Level Four Advisory Services 76k $6.4M 3% Dec 2023
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McAdam 75k $6.3M 0% Dec 2023
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Financial Strategies Group 73k $6.0M 0% Dec 2023
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Ledge Wealth Management 71k $5.9M 82% Dec 2023
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Financial Security Advisor 68k $5.7M -3% Dec 2023
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Royal Bank of Canada 68k $5.7M -24% Dec 2023
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Key FInancial 67k $5.6M 9% Dec 2023
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Diversified 67k $5.6M -34% Dec 2023
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Stratos Wealth Partners 67k $5.6M 7% Dec 2023
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M^T Bank Corporation 62k $5.2M -17% Dec 2023
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Charles Schwab Investment Management 60k $5.0M -10% Dec 2023
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BIP Wealth 60k $5.0M 9% Dec 2023
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ERn Financial 58k $4.7M -1% Dec 2023
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Marietta Wealth Management 57k $4.7M -2% Dec 2023
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Pacific Sun Financial Corp 56k $4.7M -1% Dec 2023
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Emerald Investment Partners 54k $4.5M 1% Dec 2023
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Northwestern Mutual Wealth Management Company 53k $3.9M 7% Sep 2023
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Barrett & Company 53k $4.4M 2% Dec 2023
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Strategies Wealth Advisors 53k $4.4M -4% Dec 2023
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Wealth Enhancement Advisory Services 52k $4.4M 44% Dec 2023
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Pinnacle Financial Partners 52k $4.3M -7% Dec 2023
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Blue Barn Wealth 51k $4.2M 5% Dec 2023
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Fragasso 50k $4.2M 100% Dec 2023
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Waller Financial Planning Group 50k $4.2M 0% Dec 2023
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Taylor, Cottrill, Erickson & Associates 49k $4.1M -2% Dec 2023
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Moneta Group Investment Advisors 48k $4.0M -7% Dec 2023
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Spire Wealth Management 48k $4.0M -1% Dec 2023
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Baird Financial 48k $4.0M 18% Dec 2023
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Pinnacle Family Advisors 47k $4.0M 100% Dec 2023
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Integrity Wealth Solutions 46k $3.9M 100% Dec 2023
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Steward Partners Investment Advisory 45k $3.8M 69% Dec 2023
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CI Private Wealth 44k $3.7M 1206% Dec 2023
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Prestige Wealth Management Group 43k $3.6M 0% Dec 2023
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New England Capital Financial Advisors 43k $3.6M 0% Dec 2023
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Windsor Group 39k $2.8M 0% Sep 2023
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Pathstone Holdings 38k $3.2M 100% Dec 2023
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Mml Investors Services 38k $2.8M -6% Sep 2023
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Creative Planning 38k $3.2M -15% Dec 2023
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Pathstone Family Office 34k $2.5M 100% Sep 2023
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Probity Advisors 34k $2.9M 1% Dec 2023
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Kingsview Wealth Management 34k $2.9M -7% Dec 2023
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EisnerAmper Wealth Management Corporate Benefits 33k $2.8M -9% Dec 2023
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Geneos Wealth Management 33k $2.7M 8% Dec 2023
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CWM 31k $2.6M 4% Dec 2023
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MONECO Advisors 31k $2.6M 6% Dec 2023
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Harbour Investments 31k $2.6M -3% Dec 2023
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Koss-Olinger Consulting 30k $2.2M -1% Sep 2023
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Advisor Resource Council 30k $2.5M 100% Dec 2023
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Ameritas Advisory Services 29k $2.5M -5% Dec 2023
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Focus Financial Network 28k $2.4M 100% Dec 2023
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Gladstone Institutional Advisory 28k $2.3M 2% Dec 2023
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Advisor OS 27k $2.3M -10% Dec 2023
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CarsonAllaria Wealth Management 27k $2.2M -1% Dec 2023
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Balanced Wealth Group 27k $2.2M 100% Dec 2023
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Mutual Advisors 27k $2.2M 20% Dec 2023
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Sage Financial 26k $2.2M 6% Dec 2023
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Barden Capital Management 26k $1.9M 35% Sep 2023
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Portside Wealth Group 26k $2.1M 6% Dec 2023
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Bristlecone Advisors 26k $2.1M 8% Dec 2023
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D.A. Davidson & Co. 25k $2.1M -2% Dec 2023
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Jpmorgan Chase & Co 24k $2.0M 261% Dec 2023
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Colony 24k $2.0M 100% Dec 2023
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Stillwater Capital Advisors 22k $1.9M 1% Dec 2023
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Colony Group 22k $1.6M -8% Sep 2023
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Ohe Financial 22k $1.6M 1% Sep 2023
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Quent Capital 22k $1.8M 79% Dec 2023
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Mercer Global Advisors 22k $1.8M 2% Dec 2023
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Burney Co/ 22k $1.8M 30% Dec 2023
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Pensionmark Financial Group 21k $1.8M 1% Dec 2023
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Larson Financial Group 21k $1.7M 2% Dec 2023
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Tobias Financial Advisors 21k $1.5M -5% Sep 2023
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Diligent Investors 21k $1.7M -13% Dec 2023
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Atria Wealth Solutions 21k $1.7M 13% Dec 2023
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Laidlaw Wealth Management 20k $1.7M -31% Dec 2023
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Jones Financial Companies, L.L 20k $1.5M 18% Sep 2023
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Eqis Capital Management 20k $1.4M -1% Sep 2023
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Susquehanna International 20k $1.4M 100% Sep 2023
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Parkside Financial Bank & Trust 20k $1.6M 872% Dec 2023
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Corrigan Financial 20k $1.6M 0% Dec 2023
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Financial Advisors Network 19k $1.6M -6% Dec 2023
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Palisades Hudson Asset Management 19k $1.6M 0% Dec 2023
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Chicago Partners Investment 19k $1.6M 27% Dec 2023
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Twelve Points Wealth Management 19k $1.5M -4% Dec 2023
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Indie Asset Partners 18k $1.5M 100% Dec 2023
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Benjamin Edwards 18k $1.5M 33% Dec 2023
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Visionary Wealth Advisors 18k $1.5M 62% Dec 2023
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Navalign 17k $1.4M -16% Dec 2023
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Droms Strauss Advisors 17k $1.4M 220% Dec 2023
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Baker Tilly Financial 16k $1.4M -7% Dec 2023
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Connecticut Wealth Management 15k $1.3M -65% Dec 2023
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United Capital Financial Advisers 11k $900k -56% Dec 2023
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Goldman Sachs Group 9.8k $716k -46% Sep 2023
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Interactive Financial Advisors 1.1k $282k -98% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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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 Enhancement Sep 2023 129k $9.3M
Gts Securities Sep 2023 53k $3.8M
Veritable Jun 2023 37k $2.9M
IMC-Chicago Sep 2023 26k $1.9M