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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.7M | $232M | 3% | Sep 2024 |
|
| LPL Financial | 1.5M | $130M | 5% | Sep 2024 |
|
| Financial Engines Advisors L.L.C | 1.4M | $119M | 3% | Sep 2024 |
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| Cannon Financial Strategists | 920k | $80M | 1% | Sep 2024 |
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| Goelzer Investment Management | 911k | $79M | 9% | Sep 2024 |
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| HPM Partners | 905k | $79M | 5% | Sep 2024 |
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| Morningstar Investment Services | 599k | $52M | 10% | Sep 2024 |
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| Financial Planning & Information Services | 583k | $51M | -11% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 553k | $43M | 150% | Jun 2024 |
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| Envestnet Asset Management | 492k | $43M | 4% | Sep 2024 |
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| Creative Planning | 442k | $38M | -8% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 369k | $32M | 4% | Sep 2024 |
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| Wells Fargo & Company | 366k | $32M | 2% | Sep 2024 |
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| Equitable Holdings | 356k | $28M | -5% | Jun 2024 |
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| Trilogy Capital | 351k | $31M | 3% | Sep 2024 |
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| Evensky & Katz | 311k | $27M | 0% | Sep 2024 |
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| Commonwealth Equity Services | 304k | $26M | -8% | Sep 2024 |
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| Rodgers & Associates | 301k | $26M | 2% | Sep 2024 |
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| Dean, Jacobson Financial Services | 287k | $25M | -1% | Sep 2024 |
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| Colony | 281k | $24M | 9474% | Sep 2024 |
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| Buckingham Asset Management | 272k | $21M | 5% | Jun 2024 |
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| NorthRock Partners | 269k | $23M | -6% | Sep 2024 |
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| Morgan Stanley | 269k | $21M | -5% | Jun 2024 |
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| American Financial Advisors | 268k | $23M | -2% | Sep 2024 |
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| Advisor Group Holdings | 268k | $23M | 12% | Sep 2024 |
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| Klingman & Associates | 257k | $22M | 0% | Sep 2024 |
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| Brandywine Oak Private Wealth | 255k | $22M | -1% | Sep 2024 |
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| ERTS Wealth Advisors | 255k | $22M | 0% | Sep 2024 |
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| KWB Wealth | 240k | $19M | 25% | Sep 2024 |
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| Canandaigua National Bank and Trust Company | 203k | $18M | 1% | Sep 2024 |
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| First National Trust Company | 195k | $17M | 7% | Sep 2024 |
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| Tradewinds Capital Management | 193k | $17M | 15006% | Sep 2024 |
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| Pure Portfolios Holdings | 183k | $16M | 100% | Sep 2024 |
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| Financial Advisory Service | 180k | $16M | 0% | Sep 2024 |
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| Honkamp Krueger Financial Services | 174k | $14M | -20% | Jun 2024 |
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| Goldman Sachs Group | 172k | $14M | -40% | Jun 2024 |
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| GHP Investment Advisors | 169k | $15M | 2% | Sep 2024 |
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| Lutz Financial Services | 167k | $15M | -1% | Sep 2024 |
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| Wrenne Financial Planning | 165k | $14M | 9% | Sep 2024 |
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| Key FInancial | 161k | $14M | 3% | Sep 2024 |
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| Financial Strategies Group | 160k | $14M | 1% | Sep 2024 |
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| Branch Banking & Trust Company | 158k | $12M | -29% | Jun 2024 |
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| Sage Financial | 157k | $14M | 0% | Sep 2024 |
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| Michael S. Ryan | 155k | $14M | 2% | Sep 2024 |
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| Nwam | 147k | $13M | 100% | Sep 2024 |
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| WCG Wealth Advisors | 146k | $13M | -6% | Sep 2024 |
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| Asset Dedication | 143k | $12M | -2% | Sep 2024 |
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| Mariner Wealth Advisors | 139k | $12M | -14% | Sep 2024 |
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| Tiaa Trust, National Association | 133k | $10M | -2% | Jun 2024 |
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| HighTower Advisors | 130k | $10M | 2% | Jun 2024 |
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| Optimist Retirement Group | 126k | $9.9M | 1% | Jun 2024 |
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| Triangle Securities Wealth Management | 125k | $9.8M | 1% | Jun 2024 |
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| Concord Wealth Partners | 124k | $11M | 5% | Sep 2024 |
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| Concord Asset Management | 123k | $11M | 7% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 119k | $10M | -31% | Sep 2024 |
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| Merriman Wealth Management | 117k | $10M | 100% | Sep 2024 |
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| CI Private Wealth | 115k | $9.9M | -20% | Sep 2024 |
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| Perritt Capital Management | 111k | $9.6M | 1% | Sep 2024 |
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| Balanced Wealth Group | 109k | $9.3M | -65% | Sep 2024 |
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| Perennial Investment Advisors | 108k | $8.5M | 5% | Jun 2024 |
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| N.E.W. Advisory Services | 107k | $9.3M | 3% | Sep 2024 |
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| BIP Wealth | 102k | $8.8M | 16% | Sep 2024 |
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| Cambridge Investment Research Advisors | 101k | $8.8M | 2% | Sep 2024 |
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| CarsonAllaria Wealth Management | 101k | $8.8M | 11% | Sep 2024 |
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| Buckingham Strategic Partners | 100k | $8.7M | -9% | Sep 2024 |
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| Mather Group | 96k | $8.4M | 8% | Sep 2024 |
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| Geneos Wealth Management | 93k | $7.3M | 2% | Jun 2024 |
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| Private Advisor | 89k | $7.7M | 1% | Sep 2024 |
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| Charles Schwab Investment Management | 86k | $7.4M | -6% | Sep 2024 |
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| Northwest Wealth Management | 85k | $7.4M | -3% | Sep 2024 |
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| Redwood Investment Management | 83k | $7.2M | 169% | Sep 2024 |
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| Diversified | 83k | $6.5M | 0% | Jun 2024 |
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| Tower Research Capital | 79k | $6.2M | 100% | Jun 2024 |
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| Financial Counselors | 77k | $6.0M | 2% | Jun 2024 |
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| LPWM | 76k | $6.4M | 2% | Sep 2024 |
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| Aire Advisors | 76k | $5.9M | -1% | Jun 2024 |
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| Mml Investors Services | 75k | $6.5M | -1% | Sep 2024 |
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| One Day In July | 75k | $6.5M | 45% | Sep 2024 |
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| Kades & Cheifetz | 68k | $5.9M | 3% | Sep 2024 |
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| Provident Wealth Management | 67k | $5.8M | 9% | Sep 2024 |
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| Cornerstone Advisors Asset Management | 66k | $5.7M | 0% | Sep 2024 |
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| Melone Private Wealth | 66k | $5.7M | 4% | Sep 2024 |
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| Cetera Investment Advisers | 65k | $5.1M | 8% | Jun 2024 |
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| Probity Advisors | 65k | $5.6M | -4% | Sep 2024 |
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| McAdam | 64k | $5.5M | -24% | Sep 2024 |
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| Marietta Wealth Management | 64k | $5.5M | 3% | Sep 2024 |
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| Waller Financial Planning Group | 61k | $5.3M | 3% | Sep 2024 |
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| Emerald Investment Partners | 61k | $5.3M | 7% | Sep 2024 |
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| Captrust Financial Advisors | 60k | $5.2M | 32% | Sep 2024 |
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| Townsquare Capital | 59k | $5.2M | -85% | Sep 2024 |
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| Comprehensive Portfolio Management | 59k | $5.1M | 1% | Sep 2024 |
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| Palisades Hudson Asset Management | 59k | $5.1M | -2% | Sep 2024 |
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| Royal Bank of Canada | 59k | $5.1M | 14% | Sep 2024 |
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| Oakmont Partners | 59k | $5.1M | -24% | Sep 2024 |
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| Salomon & Ludwin | 59k | $5.1M | -4% | Sep 2024 |
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| Facet Wealth | 58k | $4.9M | 0% | Sep 2024 |
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| New Hampshire Trust | 57k | $5.0M | -5% | Sep 2024 |
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| Susquehanna International | 57k | $4.9M | 100% | Sep 2024 |
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| Fragasso | 56k | $4.8M | -10% | Sep 2024 |
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| Modera Wealth Management | 55k | $4.8M | 4% | Sep 2024 |
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| Interactive Financial Advisors | 54k | $4.7M | 1% | Sep 2024 |
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| Signature Estate and Investment Advisors | 54k | $4.7M | -46% | Sep 2024 |
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| Pinnacle Financial Partners | 51k | $4.4M | -1% | Sep 2024 |
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| Clarus Wealth Advisors | 51k | $4.3M | 1% | Sep 2024 |
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| Kingsview Wealth Management | 50k | $4.3M | 65% | Sep 2024 |
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| Raymond James Financial Services Advisors | 49k | $4.3M | -51% | Sep 2024 |
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| Krilogy Financial | 49k | $4.2M | -8% | Sep 2024 |
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| Annapolis Financial Services | 48k | $4.1M | 0% | Sep 2024 |
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| Two Sigma Investments | 47k | $3.7M | -1% | Jun 2024 |
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| New England Capital Financial Advisors | 46k | $4.0M | 2% | Sep 2024 |
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| SRS Capital Advisors | 45k | $3.9M | 1% | Sep 2024 |
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| TAGStone Capital | 44k | $3.8M | 3% | Sep 2024 |
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| Larson Financial Group | 44k | $3.8M | -3% | Sep 2024 |
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| Prestige Wealth Management Group | 43k | $3.7M | -1% | Sep 2024 |
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| Aptus Capital Advisors | 43k | $3.7M | -9% | Sep 2024 |
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| Financial Guidance Group | 43k | $3.7M | -9% | Sep 2024 |
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| Marotta Asset Management | 42k | $3.6M | 2% | Sep 2024 |
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| Savant Capital Management | 42k | $3.6M | -6% | Sep 2024 |
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| Total Wealth Planning | 41k | $3.5M | -4% | Sep 2024 |
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| Tortoise Investment Management | 39k | $3.4M | -2% | Sep 2024 |
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| Blue Barn Wealth | 39k | $3.4M | 5% | Sep 2024 |
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| Mercer Global Advisors | 38k | $504k | 422% | Jun 2024 |
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| Moneta Group Investment Advisors | 37k | $3.2M | -7% | Sep 2024 |
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| Capricorn Fund Managers | 37k | $3.2M | 34% | Sep 2024 |
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| Good Life Advisors | 37k | $3.2M | 15% | Sep 2024 |
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| Collective Family Office | 36k | $3.2M | 0% | Sep 2024 |
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| Chicago Partners Investment | 36k | $3.1M | 9% | Sep 2024 |
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| Canandaigua National Trust Co of Florida | 36k | $3.1M | 100% | Sep 2024 |
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| Principal Securities | 36k | $3.1M | 9% | Sep 2024 |
|
| CWM | 35k | $3.0M | 142% | Sep 2024 |
|
| Wealth Advisors of Tampa Bay | 35k | $3.0M | 20% | Sep 2024 |
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| Tradition Wealth Management | 35k | $3.0M | 1% | Sep 2024 |
|
| Strategies Wealth Advisors | 34k | $2.9M | -4% | Sep 2024 |
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| Bailard | 33k | $2.9M | 3% | Sep 2024 |
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| My Purposeful Wealth Corp. | 33k | $2.9M | 5% | Sep 2024 |
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| Jones Financial Companies, L.L | 33k | $2.8M | 171% | Sep 2024 |
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| Gladstone Institutional Advisory | 32k | $2.8M | -1% | Sep 2024 |
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| Keeler & Nadler Financial Planning & Wealth Management | 32k | $2.8M | -11% | Sep 2024 |
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| Indie Asset Partners | 32k | $2.8M | 0% | Sep 2024 |
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| Pathstone Holdings | 32k | $2.8M | -1% | Sep 2024 |
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| Diversify Wealth Management | 31k | $2.6M | 100% | Sep 2024 |
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| Focus Financial Network | 28k | $2.5M | -69% | Sep 2024 |
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| Great Valley Advisor Group | 28k | $2.5M | 17% | Sep 2024 |
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| Arete Wealth Advisors | 28k | $2.4M | 100% | Sep 2024 |
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| Raymond James & Associates | 28k | $2.4M | 17% | Sep 2024 |
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| Benjamin Edwards | 28k | $2.4M | 100% | Sep 2024 |
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| Kestra Advisory Services | 27k | $2.3M | 3% | Sep 2024 |
|
| Financial Synergies Wealth Advisors | 27k | $2.3M | -12% | Sep 2024 |
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| MAI Wealth Advisors | 26k | $2.3M | -6% | Sep 2024 |
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| Massey, Quick & Co | 26k | $2.2M | -9% | Sep 2024 |
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| Pacific Sun Financial Corp | 26k | $2.2M | -3% | Sep 2024 |
|
| Citadel Advisors | 24k | $2.1M | -69% | Sep 2024 |
|
| Calton & Associates | 24k | $2.0M | -37% | Sep 2024 |
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| JNBA Financial Advisors | 20k | $1.7M | -28% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 15k | $1.2M | -67% | Jun 2024 |
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| Atria Wealth Solutions | 14k | $1.2M | -47% | Sep 2024 |
|
| Brookstone Capital Management | 11k | $936k | -65% | Sep 2024 |
|
| Congress Wealth Management LLC / DE / | 4.5k | $392k | -90% | Sep 2024 |
|
Who sold out of SPDR DJ Wilshire Small Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Financial Concepts | Jun 2024 | 237k | $2.7M |
| Compass Ion Advisors | Jun 2024 | 116k | $9.7M |
| Red Door Wealth Management | Jun 2024 | 82k | $6.5M |
| ALPS Advisors | Mar 2024 | 79k | $6.5M |
| Ohe Financial | Jun 2024 | 60k | $4.7M |
| D. E. Shaw & Co | Jun 2024 | 33k | $2.6M |
| Janney Montgomery Scott | Jun 2024 | 33k | $2.6M |
| Thrivent Financial for Lutherans | Mar 2024 | 30k | $2.5M |
| Jane Street | Jun 2024 | 28k | $2.2M |