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 8.3M $805M 78% Mar 2026
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Financial Engines Advisors L.L.C 1.1M $106M -4% Mar 2026
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Bank of America Corporation 990k $96M 100% Mar 2026
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Morgan Stanley 923k $89M -11% Mar 2026
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Ameriprise Financial 847k $82M -12% Mar 2026
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NorthRock Partners 682k $66M 3% Mar 2026
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Diversified Enterprises 539k $52M 4% Mar 2026
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Everhart Financial Group 539k $64M 1099% Jun 2026
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Cetera Investment Advisers 474k $46M 10% Mar 2026
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WCG Wealth Advisors 434k $42M 8% Mar 2026
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Rodgers & Associates 418k $40M -1% Mar 2026
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Krilogy Financial 352k $37M 3% Mar 2026
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Financial Advisory Service 343k $33M 4% Mar 2026
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Honkamp Krueger Financial Services 334k $32M 5% Mar 2026
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UBS Group 328k $32M 11% Mar 2026
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HighTower Advisors 315k $30M -4% Mar 2026
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Savant Capital Management 314k $30M 3% Mar 2026
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Mariner Wealth Advisors 301k $29M 7% Mar 2026
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Raymond James Financial 296k $29M 6% Mar 2026
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Wells Fargo & Company 292k $28M 1% Mar 2026
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Advisor Group Holdings 285k $28M 3% Mar 2026
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GHP Investment Advisors 250k $24M 1% Mar 2026
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Aire Advisors 228k $22M 1% Mar 2026
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OpenArc Corporate Advisory 211k $20M 100% Mar 2026
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Jones Financial Companies, L.L 208k $20M 20% Mar 2026
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Klingman & Associates 204k $20M 0% Mar 2026
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First National Trust Company 204k $20M 4% Mar 2026
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Bnp Paribas Arbitrage, Snc 200k $19M 645061% Mar 2026
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Northwestern Mutual Wealth Management Company 199k $19M 0% Mar 2026
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Convergence Financial 193k $19M -4% Mar 2026
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Shakespeare Wealth Management 182k $18M 3% Mar 2026
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Equitable Holdings 182k $17M -46% Mar 2026
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Grey Fox Wealth Advisors 180k $21M 2% Jun 2026
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Commonwealth Equity Services 175k $17M 2% Mar 2026
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Victory Financial Group 164k $16M 9% Mar 2026
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Private Advisor 159k $15M -17% Mar 2026
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CWM 137k $13M -7% Mar 2026
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Optimist Retirement Group 134k $13M 0% Mar 2026
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Tiaa-cref Individual & Institutional Services 121k $12M 100% Mar 2026
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Balanced Wealth Group 119k $12M 3% Mar 2026
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Marietta Wealth Management 118k $11M 1% Mar 2026
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Envestnet Asset Management 115k $11M -19% Mar 2026
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Integrated Wealth Concepts 106k $10M 39% Mar 2026
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Csenge Advisory Group 104k $10M -10% Mar 2026
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Rainey & Randall Investment Management 103k $9.9M 0% Mar 2026
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Independent Advisor Alliance 103k $9.9M 1540% Mar 2026
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Royal Bank of Canada 100k $9.5M 100% Mar 2026
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Mather Group 99k $9.6M -1% Mar 2026
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BIP Wealth 94k $9.1M -1% Mar 2026
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MONECO Advisors 92k $8.9M 29% Mar 2026
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MAI Wealth Advisors 85k $8.2M -1% Mar 2026
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Key FInancial 83k $8.0M 0% Mar 2026
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Financial Strategies Group 83k $8.8M 7% Mar 2026
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Mutual Advisors 82k $8.0M -5% Mar 2026
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Baird Financial 81k $7.8M 7% Mar 2026
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Hrc Wealth Management 79k $9.4M 4% Jun 2026
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Integrity Wealth Solutions 78k $7.6M -1% Mar 2026
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Capital Performance Advisors 77k $7.4M 100% Mar 2026
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Tradition Wealth Management 77k $7.4M 0% Mar 2026
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Colony 76k $7.3M 0% Mar 2026
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KWB Wealth 76k $9.0M -1% Jun 2026
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Cerro Pacific Wealth Advisors 75k $7.3M 14% Mar 2026
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Aptus Capital Advisors 74k $7.1M 3% Mar 2026
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Strategies Wealth Advisors 73k $7.0M -2% Mar 2026
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Pathstone Holdings 72k $6.9M 155% Mar 2026
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Nvest Wealth Strategies 71k $8.4M 1% Jun 2026
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Wealthcare Advisory Partners 70k $8.4M -2% Jun 2026
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Cambridge Investment Research Advisors 68k $6.5M 0% Mar 2026
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Fragasso 67k $8.0M 0% Jun 2026
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New England Capital Financial Advisors 67k $6.4M 27% Mar 2026
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Branch Banking & Trust Company 64k $6.2M 4% Mar 2026
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Compton Financial Group 62k $6.0M -25% Mar 2026
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ERTS Wealth Advisors 61k $5.8M -52% Mar 2026
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Leslie Global Wealth 59k $5.7M -5% Mar 2026
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Financial Security Advisor 58k $5.6M -3% Mar 2026
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Creative Planning 58k $5.6M 1% Mar 2026
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Leicht Financial Planning & Wealth Management 57k $5.5M -1% Mar 2026
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Assetmark 57k $5.5M 0% Mar 2026
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Junk Investment Group 56k $5.4M 100% Mar 2026
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Emerald Investment Partners 55k $5.3M 0% Mar 2026
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Pacific Sun Financial Corp 52k $5.0M 0% Mar 2026
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Summit Financial 52k $5.0M 662% Mar 2026
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Barrett & Company 51k $5.0M 1% Mar 2026
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Midwest Financial Group 51k $4.9M 4% Mar 2026
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Mml Investors Services 51k $4.9M -24% Mar 2026
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Goldman Sachs Group 50k $4.9M 7% Mar 2026
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J.w. Cole Advisors 50k $4.8M 1% Mar 2026
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Financial Concepts Un 50k $4.8M 100% Mar 2026
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ERn Financial 49k $4.8M -2% Mar 2026
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Interactive Financial Advisors 49k $4.7M 2% Mar 2026
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Krasney Financial 49k $4.7M -3% Mar 2026
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Michael S. Ryan 48k $5.8M 4% Jun 2026
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Geneos Wealth Management 48k $4.6M -3% Mar 2026
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Livet Wealth 47k $4.5M 100% Mar 2026
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Quent Capital 47k $4.5M 5% Mar 2026
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Probity Advisors 46k $4.5M 1% Mar 2026
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Graney & King 46k $4.4M -10% Mar 2026
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Signature Estate and Investment Advisors 46k $4.4M 4% Mar 2026
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McAdam 45k $4.4M -7% Mar 2026
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CI Private Wealth 45k $4.3M -1% Mar 2026
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Harbour Investments 44k $4.3M 34% Mar 2026
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Moneta Group Investment Advisors 43k $4.2M 0% Mar 2026
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Roan Capital Partners 43k $5.1M 14% Jun 2026
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Gibbs Wealth Management 42k $4.0M 141% Mar 2026
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Kingsview Wealth Management 42k $4.0M -3% Mar 2026
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Chicago Partners Investment 41k $4.3M 4% Mar 2026
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Steward Partners Investment Advisory 40k $3.9M 7% Mar 2026
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Stillwater Capital Advisors 40k $3.8M 5% Mar 2026
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D.A. Davidson & Co. 38k $3.6M 9% Mar 2026
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Capital Analysts 38k $3.6M 11% Mar 2026
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Kingswood Wealth Advisors 37k $3.6M 11% Mar 2026
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Mercer Global Advisors 37k $3.5M 10% Mar 2026
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Gladstone Institutional Advisory 36k $3.5M 15% Mar 2026
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Summit Wealth Group Llc / Co 35k $3.4M -9% Mar 2026
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Prestige Wealth Management Group 35k $3.3M 100% Mar 2026
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Buckingham Strategic Partners 33k $3.2M -27% Mar 2026
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Sage Financial 31k $3.0M 4% Mar 2026
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Susquehanna International 31k $3.0M -31% Mar 2026
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Perennial Investment Advisors 31k $3.0M 5% Mar 2026
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CarsonAllaria Wealth Management 31k $3.0M -1% Mar 2026
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BlackRock 31k $3.0M 6% Mar 2026
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Farther Finance Advisors 31k $3.6M 349% Jun 2026
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Tme Financial 30k $2.9M 1% Mar 2026
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Mosaic Family Wealth Partners 30k $2.9M -4% Mar 2026
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Wiley Bros.-aintree Capital 29k $2.8M 3% Mar 2026
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Copia Wealth Management 29k $2.8M 14% Mar 2026
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Trilogy Capital 29k $3.4M 65% Jun 2026
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GEN Financial Management 29k $2.8M -2% Mar 2026
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Portside Wealth Group 29k $2.7M 2% Mar 2026
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Goldstone Financial Group 28k $2.7M -41% Mar 2026
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Cornerstone Advisors Asset Management 28k $2.7M 100% Mar 2026
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Taylor, Cottrill, Erickson & Associates 28k $2.7M 1% Mar 2026
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IHT Wealth Management 27k $2.6M 6% Mar 2026
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Forbes Financial Planning 26k $2.5M -3% Mar 2026
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Horizon Investments 26k $2.5M 104% Mar 2026
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Flagship Harbor Advisors 26k $2.5M 18% Mar 2026
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Tempo Wealth 26k $2.5M 8% Mar 2026
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Univest National Bank and Trust 26k $2.5M 15% Mar 2026
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May Barnhard Investments 25k $2.4M -22% Mar 2026
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True Blue Financial 25k $3.0M 100% Jun 2026
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Larson Financial Group 25k $2.4M -6% Mar 2026
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Spartan Wealth Advisory Services 25k $2.4M 100% Mar 2026
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Prosperity Consulting Group 25k $2.4M -4% Mar 2026
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Capital Square 25k $2.6M 4% Mar 2026
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Clarus Wealth Advisors 24k $2.8M -4% Jun 2026
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AQR Capital Management 24k $2.3M 41% Mar 2026
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Brookstone Capital Management 24k $2.3M -4% Mar 2026
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Parkside Financial Bank & Trust 24k $2.3M 2% Mar 2026
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Barden Capital Management 24k $2.3M 3% Mar 2026
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Bleakley Financial Group 23k $2.2M 73% Mar 2026
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Focus Financial Network 23k $2.7M -2% Jun 2026
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Waller Financial Planning Group 22k $2.6M -7% Jun 2026
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Merit Financial Group 22k $2.6M -44% Jun 2026
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Brady Martz Wealth Solutions 19k $1.8M -39% Mar 2026
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Abound Financial 8.4k $807k -71% Mar 2026
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Charles Schwab Investment Management 5.4k $522k -86% Mar 2026
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Tiaa Trust, National Association 4.2k $409k -97% Mar 2026
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Who sold out of SPDR DJ Wilshire Small Cap Growth?

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