Who owns SPDR DJ Wilshire Small Cap Value?
- Ticker: SLYV
- CUSIP Number: 78464A300
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Small Cap Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire Small Cap Value stock
Who bought or sold SPDR DJ Wilshire Small Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 5.5M | $489M | 4% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 1.2M | $106M | -13% | Sep 2025 |
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| Cannon Financial Strategists | 994k | $88M | 4% | Sep 2025 |
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| Goelzer Investment Management | 879k | $78M | -1% | Sep 2025 |
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| NorthRock Partners | 789k | $63M | 5% | Jun 2025 |
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| Ameriprise Financial | 693k | $62M | 3% | Sep 2025 |
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| HighTower Advisors | 590k | $52M | -25% | Sep 2025 |
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| Creative Planning | 477k | $42M | 25% | Sep 2025 |
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| Morgan Stanley | 442k | $47M | 100% | Jun 2025 |
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| Wealth Enhancement Advisory Services | 424k | $38M | -9% | Sep 2025 |
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| Morningstar Investment Management | 401k | $36M | 100% | Sep 2025 |
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| Advisor Group Holdings | 370k | $33M | 52% | Sep 2025 |
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| Rodgers & Associates | 334k | $30M | -1% | Sep 2025 |
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| Equitable Holdings | 325k | $29M | -1% | Sep 2025 |
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| Fragasso | 313k | $28M | 1% | Sep 2025 |
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| HPM Partners | 297k | $26M | -3% | Sep 2025 |
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| Brandywine Oak Private Wealth | 287k | $25M | 0% | Sep 2025 |
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| Klingman & Associates | 282k | $25M | -1% | Sep 2025 |
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| Evensky & Katz | 279k | $25M | -4% | Sep 2025 |
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| Dean, Jacobson Financial Services | 277k | $25M | 100% | Sep 2025 |
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| Colony | 274k | $24M | -2% | Sep 2025 |
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| American Financial Advisors | 267k | $24M | 5% | Sep 2025 |
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| Wells Fargo & Company | 253k | $22M | 10% | Sep 2025 |
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| Envestnet Asset Management | 222k | $20M | -16% | Sep 2025 |
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| Convergence Financial | 212k | $19M | 4% | Sep 2025 |
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| Canandaigua National Bank and Trust Company | 206k | $18M | -2% | Sep 2025 |
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| First National Trust Company | 205k | $18M | 4% | Sep 2025 |
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| Commonwealth Equity Services | 197k | $17M | -4% | Sep 2025 |
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| Honkamp Krueger Financial Services | 197k | $17M | -3% | Sep 2025 |
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| Key FInancial | 188k | $17M | 0% | Sep 2025 |
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| Wrenne Financial Planning | 188k | $17M | 3% | Sep 2025 |
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| Pure Portfolios Holdings | 184k | $16M | 2% | Sep 2025 |
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| GHP Investment Advisors | 179k | $16M | 1% | Sep 2025 |
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| Tiaa Trust, National Association | 174k | $15M | 2% | Sep 2025 |
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| UBS Group | 173k | $15M | 1% | Sep 2025 |
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| Financial Strategies Group | 172k | $15M | 3% | Sep 2025 |
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| Financial Advisory Service | 169k | $15M | 5% | Sep 2025 |
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| One Day In July | 167k | $15M | 17% | Sep 2025 |
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| Sage Financial | 159k | $14M | 0% | Sep 2025 |
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| Lutz Financial Services | 144k | $13M | -2% | Sep 2025 |
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| Optimist Retirement Group | 141k | $13M | 1% | Sep 2025 |
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| WCG Wealth Advisors | 132k | $12M | -10% | Sep 2025 |
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| BIP Wealth | 132k | $12M | -6% | Sep 2025 |
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| IHT Wealth Management | 130k | $12M | 0% | Sep 2025 |
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| CWM | 128k | $11M | -13% | Sep 2025 |
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| Balanced Wealth Group | 127k | $10M | 0% | Sep 2025 |
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| Raymond James Financial | 127k | $11M | 43% | Sep 2025 |
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| Perritt Capital Management | 127k | $11M | 1% | Sep 2025 |
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| KWB Wealth | 126k | $10M | -11% | Sep 2025 |
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| Triangle Securities Wealth Management | 123k | $11M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 120k | $11M | 3% | Sep 2025 |
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| CarsonAllaria Wealth Management | 117k | $10M | 6% | Sep 2025 |
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| Asset Dedication | 117k | $10M | -2% | Sep 2025 |
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| Baird Financial | 115k | $10M | 2% | Sep 2025 |
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| Geneos Wealth Management | 109k | $9.7M | -1% | Sep 2025 |
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| Symphony Financial | 102k | $9.0M | 1% | Sep 2025 |
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| Rockbridge Investment Management, LCC | 101k | $8.9M | -5% | Sep 2025 |
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| LPWM | 98k | $8.7M | 1% | Sep 2025 |
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| Mariner Wealth Advisors | 98k | $8.7M | -9% | Sep 2025 |
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| Modera Wealth Management | 94k | $8.3M | -1% | Sep 2025 |
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| Goldman Sachs Group | 93k | $8.2M | 29% | Sep 2025 |
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| Cetera Investment Advisers | 92k | $8.2M | 12% | Sep 2025 |
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| Diversified Enterprises | 88k | $7.8M | 2% | Sep 2025 |
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| Jones Financial Companies, L.L | 87k | $7.7M | 13% | Sep 2025 |
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| Mather Group | 86k | $7.6M | -2% | Sep 2025 |
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| Private Advisor | 84k | $7.4M | -1% | Sep 2025 |
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| Mml Investors Services | 82k | $7.3M | 4% | Sep 2025 |
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| Cambridge Financial Group | 82k | $7.3M | 100% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 81k | $7.2M | -8% | Sep 2025 |
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| Capasso Planning Partners | 81k | $7.2M | 5% | Sep 2025 |
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| Citadel Advisors | 81k | $7.1M | 87% | Sep 2025 |
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| Trilogy Capital | 75k | $6.6M | -6% | Sep 2025 |
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| ERTS Wealth Advisors | 73k | $6.5M | -45% | Sep 2025 |
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| Nwam | 71k | $6.3M | -1% | Sep 2025 |
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| My Purposeful Wealth Corp. | 70k | $6.2M | 19% | Sep 2025 |
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| Emerald Investment Partners | 70k | $6.2M | -6% | Sep 2025 |
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| Charles Schwab Investment Management | 69k | $6.1M | -7% | Sep 2025 |
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| Aire Advisors | 69k | $6.1M | 0% | Sep 2025 |
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| Signature Estate and Investment Advisors | 68k | $6.0M | -2% | Sep 2025 |
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| Comprehensive Portfolio Management | 67k | $5.9M | -1% | Sep 2025 |
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| Northwest Wealth Management | 66k | $5.8M | -2% | Sep 2025 |
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| Cornerstone Advisors Asset Management | 65k | $5.8M | 10% | Sep 2025 |
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| Mercer Global Advisors | 64k | $5.7M | -17% | Sep 2025 |
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| Palisades Hudson Asset Management | 64k | $5.6M | 1% | Sep 2025 |
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| McAdam | 62k | $5.5M | -3% | Sep 2025 |
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| Waller Financial Planning Group | 61k | $5.4M | 1% | Sep 2025 |
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| Melone Private Wealth | 59k | $5.2M | 3% | Sep 2025 |
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| CI Private Wealth | 57k | $5.1M | -3% | Sep 2025 |
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| Kingsview Wealth Management | 56k | $5.0M | 0% | Sep 2025 |
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| N.E.W. Advisory Services | 55k | $4.9M | -5% | Sep 2025 |
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| Probity Advisors | 55k | $4.8M | 2% | Sep 2025 |
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| Interactive Financial Advisors | 55k | $4.8M | -3% | Sep 2025 |
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| Midwest Trust | 54k | $4.8M | -29% | Sep 2025 |
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| Salomon & Ludwin | 54k | $4.9M | -1% | Sep 2025 |
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| Blue Barn Wealth | 54k | $4.8M | 5% | Sep 2025 |
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| Branch Banking & Trust Company | 54k | $4.8M | -2% | Sep 2025 |
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| Michael S. Ryan | 54k | $4.8M | 0% | Sep 2025 |
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| Royal Bank of Canada | 53k | $6.7M | -9% | Sep 2025 |
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| Calton & Associates | 53k | $4.7M | 16% | Sep 2025 |
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| Strategies Wealth Advisors | 51k | $4.5M | -10% | Sep 2025 |
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| May Barnhard Investments | 50k | $4.5M | -1% | Sep 2025 |
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| Facet Wealth | 50k | $4.4M | -4% | Sep 2025 |
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| MONECO Advisors | 48k | $4.2M | 29% | Sep 2025 |
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| New Hampshire Trust | 47k | $4.2M | -10% | Sep 2025 |
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| Marotta Asset Management | 47k | $4.2M | -3% | Sep 2025 |
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| Warren Averett Asset Management | 46k | $4.1M | -7% | Sep 2025 |
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| Savant Capital Management | 46k | $4.1M | 1% | Sep 2025 |
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| TAGStone Capital | 44k | $3.9M | 0% | Sep 2025 |
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| Farther Finance Advisors | 44k | $3.9M | -37% | Sep 2025 |
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| Captrust Financial Advisors | 43k | $3.8M | -11% | Sep 2025 |
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| Krilogy Financial | 42k | $3.7M | -5% | Sep 2025 |
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| Gts Securities | 42k | $3.7M | -6% | Sep 2025 |
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| Hamilton Capital Management | 42k | $3.3M | 25% | Jun 2025 |
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| Total Wealth Planning | 39k | $3.5M | -4% | Sep 2025 |
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| Balance Wealth | 39k | $3.4M | 100% | Sep 2025 |
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| Chicago Partners Investment | 38k | $3.4M | 1% | Sep 2025 |
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| Bailard | 38k | $3.3M | 2% | Sep 2025 |
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| Stratos Wealth Partners | 37k | $3.3M | 100% | Sep 2025 |
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| Prestige Wealth Management Group | 36k | $3.2M | -2% | Sep 2025 |
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| Aptus Capital Advisors | 36k | $3.2M | -4% | Sep 2025 |
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| Financial Guidance Group | 36k | $3.1M | -3% | Sep 2025 |
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| Larson Financial Group | 35k | $3.1M | -3% | Sep 2025 |
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| Oakmont Partners | 34k | $3.0M | -9% | Sep 2025 |
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| Tortoise Investment Management | 34k | $3.0M | -1% | Sep 2025 |
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| Pathstone Holdings | 34k | $3.0M | 0% | Sep 2025 |
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| Tradition Wealth Management | 34k | $3.0M | 0% | Sep 2025 |
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| Gladstone Institutional Advisory | 34k | $3.0M | 2% | Sep 2025 |
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| Buckingham Strategic Partners | 34k | $3.0M | -67% | Sep 2025 |
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| Perennial Investment Advisors | 33k | $3.0M | -9% | Sep 2025 |
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| Kestra Advisory Services | 33k | $2.9M | 28% | Sep 2025 |
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| Canandaigua National Trust Co of Florida | 33k | $2.9M | -7% | Sep 2025 |
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| Moneta Group Investment Advisors | 32k | $2.8M | -10% | Sep 2025 |
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| Partners in Financial Planning | 31k | $2.8M | 0% | Sep 2025 |
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| Meredith Wealth Planning | 31k | $2.7M | 1% | Sep 2025 |
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| Collective Family Office | 30k | $2.7M | 0% | Sep 2025 |
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| Benjamin Edwards | 30k | $2.6M | -12% | Sep 2025 |
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| Integrated Wealth Concepts | 29k | $2.6M | 0% | Sep 2025 |
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| Royce & Associates | 28k | $2.5M | 100% | Sep 2025 |
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| Brookstone Capital Management | 27k | $2.4M | 4% | Sep 2025 |
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| Kingswood Wealth Advisors | 27k | $2.3M | 1% | Sep 2025 |
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| Keeler & Nadler Financial Planning & Wealth Management | 26k | $2.3M | -2% | Sep 2025 |
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| My Personal CFO | 25k | $2.2M | 100% | Sep 2025 |
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| Foundation Wealth Management | 25k | $2.2M | -11% | Sep 2025 |
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| AQR Capital Management | 25k | $2.2M | 83% | Sep 2025 |
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| Mutual Advisors | 25k | $2.2M | -2% | Sep 2025 |
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| Fifth Third Securities | 24k | $2.2M | 2% | Sep 2025 |
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| Cm Wealth Advisors | 24k | $2.1M | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 24k | $2.1M | 24% | Sep 2025 |
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| Diversify Wealth Management | 24k | $2.1M | -2% | Sep 2025 |
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| Indie Asset Partners | 24k | $2.1M | -8% | Sep 2025 |
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| Pacific Sun Financial Corp | 23k | $2.0M | -4% | Sep 2025 |
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| Susquehanna International | 23k | $2.0M | -13% | Sep 2025 |
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| Graney & King | 13k | $1.2M | -91% | Sep 2025 |
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| Redwood Investment Management | 13k | $1.2M | -90% | Sep 2025 |
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| Rialto Wealth Management | 6.1k | $537k | -76% | Sep 2025 |
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| Tower Research Capital | 18.00 | $1.6k | -100% | Sep 2025 |
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Who sold out of SPDR DJ Wilshire Small Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SPX Equities Gestao de Recursos | Jun 2025 | 104k | $8.3M |
| Financial Advocates Investment Management | Jun 2025 | 56k | $4.5M |
| Summit Wealth Group Llc / Co | Jun 2025 | 34k | $2.7M |
| Apex Investment Services | Mar 2025 | 33k | $2.6M |