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 | $234M | 0% | Dec 2024 |
|
| LPL Financial | 1.5M | $133M | 2% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 1.3M | $114M | -5% | Dec 2024 |
|
| Cannon Financial Strategists | 923k | $81M | 0% | Dec 2024 |
|
| HPM Partners | 919k | $80M | 1% | Dec 2024 |
|
| Goelzer Investment Management | 839k | $73M | -8% | Dec 2024 |
|
| NorthRock Partners | 740k | $65M | 175% | Dec 2024 |
|
| Ameriprise Financial | 720k | $63M | 7% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 551k | $43M | 0% | Mar 2025 |
|
| Creative Planning | 432k | $38M | -2% | Dec 2024 |
|
| Envestnet Asset Management | 431k | $38M | -12% | Dec 2024 |
|
| Wells Fargo & Company | 379k | $33M | 4% | Dec 2024 |
|
| Trilogy Capital | 350k | $31M | 0% | Dec 2024 |
|
| Morgan Stanley | 318k | $28M | 10% | Dec 2024 |
|
| Commonwealth Equity Services | 314k | $27M | 3% | Dec 2024 |
|
| Evensky & Katz | 303k | $26M | -3% | Dec 2024 |
|
| Rodgers & Associates | 299k | $26M | -1% | Dec 2024 |
|
| Equitable Holdings | 294k | $26M | -5% | Dec 2024 |
|
| Dean, Jacobson Financial Services | 294k | $26M | 2% | Dec 2024 |
|
| Fragasso | 288k | $23M | 414% | Mar 2025 |
|
| Colony | 280k | $24M | 0% | Dec 2024 |
|
| American Financial Advisors | 263k | $23M | -2% | Dec 2024 |
|
| Klingman & Associates | 255k | $22M | -1% | Dec 2024 |
|
| ERTS Wealth Advisors | 255k | $22M | 0% | Dec 2024 |
|
| Advisor Group Holdings | 251k | $22M | -6% | Dec 2024 |
|
| Brandywine Oak Private Wealth | 251k | $22M | -2% | Dec 2024 |
|
| KWB Wealth | 218k | $19M | -6% | Mar 2025 |
|
| Pure Portfolios Holdings | 216k | $19M | 18% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 206k | $18M | -44% | Dec 2024 |
|
| Canandaigua National Bank and Trust Company | 206k | $18M | 2% | Dec 2024 |
|
| First National Trust Company | 196k | $17M | 1% | Dec 2024 |
|
| Financial Advisory Service | 180k | $16M | 0% | Dec 2024 |
|
| Wrenne Financial Planning | 177k | $15M | 7% | Dec 2024 |
|
| GHP Investment Advisors | 173k | $15M | 2% | Dec 2024 |
|
| Key FInancial | 163k | $14M | 1% | Dec 2024 |
|
| Lutz Financial Services | 162k | $14M | -3% | Dec 2024 |
|
| Michael S. Ryan | 160k | $13M | -1% | Mar 2025 |
|
| Financial Strategies Group | 158k | $13M | -1% | Dec 2024 |
|
| Redwood Investment Management | 158k | $14M | 91% | Dec 2024 |
|
| Sage Financial | 156k | $14M | -1% | Dec 2024 |
|
| UBS Group | 152k | $13M | 2% | Dec 2024 |
|
| Nwam | 149k | $13M | 2% | Dec 2024 |
|
| Tiaa Trust, National Association | 149k | $13M | 23% | Dec 2024 |
|
| WCG Wealth Advisors | 148k | $13M | 1% | Dec 2024 |
|
| IHT Wealth Management | 147k | $13M | 465% | Dec 2024 |
|
| SPX Equities Gestao de Recursos | 142k | $12M | 100% | Dec 2024 |
|
| Honkamp Krueger Financial Services | 137k | $12M | -2% | Dec 2024 |
|
| Capasso Planning Partners | 136k | $12M | -9% | Dec 2024 |
|
| Optimist Retirement Group | 134k | $12M | 4% | Dec 2024 |
|
| HighTower Advisors | 133k | $12M | 0% | Dec 2024 |
|
| Asset Dedication | 130k | $11M | -9% | Dec 2024 |
|
| Goldman Sachs Group | 127k | $11M | -56% | Dec 2024 |
|
| Triangle Securities Wealth Management | 125k | $9.8M | 1% | Mar 2025 |
|
| Mariner Wealth Advisors | 125k | $11M | -10% | Dec 2024 |
|
| Merriman Wealth Management | 116k | $10M | -1% | Dec 2024 |
|
| Perritt Capital Management | 115k | $10M | 4% | Dec 2024 |
|
| Concord Wealth Partners | 115k | $10M | -8% | Dec 2024 |
|
| Buckingham Strategic Partners | 114k | $10M | 14% | Dec 2024 |
|
| Rockbridge Investment Management, LCC | 113k | $9.8M | -5% | Dec 2024 |
|
| Concord Asset Management | 113k | $9.8M | -8% | Dec 2024 |
|
| Balanced Wealth Group | 112k | $8.8M | 1% | Mar 2025 |
|
| Cambridge Investment Research Advisors | 110k | $9.6M | 9% | Dec 2024 |
|
| Baird Financial | 109k | $9.5M | 3% | Dec 2024 |
|
| Mercer Global Advisors | 109k | $9.5M | 189% | Dec 2024 |
|
| BIP Wealth | 109k | $9.5M | 7% | Dec 2024 |
|
| N.E.W. Advisory Services | 104k | $9.1M | -3% | Dec 2024 |
|
| CarsonAllaria Wealth Management | 104k | $9.1M | 3% | Dec 2024 |
|
| Modera Wealth Management | 102k | $8.9M | 87% | Dec 2024 |
|
| Mather Group | 94k | $8.2M | -2% | Dec 2024 |
|
| Private Advisor | 92k | $8.0M | 3% | Dec 2024 |
|
| One Day In July | 90k | $7.8M | 20% | Dec 2024 |
|
| Geneos Wealth Management | 89k | $7.7M | 1% | Dec 2024 |
|
| Diversified Enterprises | 88k | $7.7M | 100% | Dec 2024 |
|
| LPWM | 86k | $6.7M | 6% | Mar 2025 |
|
| Morningstar Investment Services | 86k | $7.5M | -86% | Dec 2024 |
|
| Branch Banking & Trust Company | 83k | $7.2M | -44% | Dec 2024 |
|
| Charles Schwab Investment Management | 80k | $7.0M | -6% | Dec 2024 |
|
| Mml Investors Services | 77k | $6.7M | 2% | Dec 2024 |
|
| Financial Counselors | 76k | $6.6M | 0% | Dec 2024 |
|
| Aire Advisors | 75k | $6.6M | 0% | Dec 2024 |
|
| Raymond James Financial | 75k | $6.6M | 100% | Dec 2024 |
|
| Northwest Wealth Management | 75k | $6.5M | -12% | Dec 2024 |
|
| Clark Capital Management Group | 73k | $6.4M | 3% | Dec 2024 |
|
| CI Private Wealth | 73k | $6.4M | -36% | Dec 2024 |
|
| Provident Wealth Management | 73k | $6.3M | 8% | Dec 2024 |
|
| Cetera Investment Advisers | 72k | $6.2M | 3% | Dec 2024 |
|
| Kades & Cheifetz | 70k | $6.1M | 3% | Dec 2024 |
|
| Townsquare Capital | 68k | $5.9M | 15% | Dec 2024 |
|
| Emerald Investment Partners | 67k | $5.8M | 10% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 65k | $5.7M | 21% | Dec 2024 |
|
| Marietta Wealth Management | 65k | $5.7M | 2% | Dec 2024 |
|
| Royal Bank of Canada | 63k | $5.6M | 8% | Dec 2024 |
|
| Waller Financial Planning Group | 63k | $5.5M | 3% | Dec 2024 |
|
| Cornerstone Advisors Asset Management | 62k | $5.4M | -5% | Dec 2024 |
|
| McAdam | 60k | $5.2M | -6% | Dec 2024 |
|
| Comprehensive Portfolio Management | 59k | $5.1M | 0% | Dec 2024 |
|
| Palisades Hudson Asset Management | 59k | $5.1M | -1% | Dec 2024 |
|
| Captrust Financial Advisors | 58k | $5.1M | -3% | Dec 2024 |
|
| Assetmark | 57k | $5.0M | 8182% | Dec 2024 |
|
| Salomon & Ludwin | 57k | $4.9M | -3% | Dec 2024 |
|
| Interactive Financial Advisors | 55k | $4.8M | 2% | Dec 2024 |
|
| Melone Private Wealth | 55k | $4.3M | 2% | Mar 2025 |
|
| New Hampshire Trust | 54k | $4.3M | -4% | Mar 2025 |
|
| Perennial Investment Advisors | 53k | $4.6M | -48% | Dec 2024 |
|
| Probity Advisors | 53k | $4.6M | -18% | Dec 2024 |
|
| May Barnhard Investments | 53k | $4.1M | -6% | Mar 2025 |
|
| Warren Averett Asset Management | 52k | $4.6M | -5% | Dec 2024 |
|
| Pinnacle Financial Partners | 51k | $4.5M | 0% | Dec 2024 |
|
| Kingsview Wealth Management | 51k | $4.4M | 2% | Dec 2024 |
|
| Oakmont Partners | 51k | $4.4M | -14% | Dec 2024 |
|
| New England Capital Financial Advisors | 47k | $4.1M | 3% | Dec 2024 |
|
| Susquehanna International | 46k | $4.0M | -18% | Dec 2024 |
|
| SRS Capital Advisors | 46k | $4.0M | 2% | Dec 2024 |
|
| Krilogy Financial | 45k | $3.5M | -4% | Mar 2025 |
|
| Jones Financial Companies, L.L | 45k | $3.9M | 37% | Dec 2024 |
|
| TAGStone Capital | 44k | $3.9M | 1% | Dec 2024 |
|
| Prestige Wealth Management Group | 43k | $3.7M | 0% | Dec 2024 |
|
| Larson Financial Group | 43k | $3.7M | -2% | Dec 2024 |
|
| Calton & Associates | 43k | $3.7M | 81% | Dec 2024 |
|
| Citadel Advisors | 42k | $3.6M | 76% | Dec 2024 |
|
| Blue Barn Wealth | 41k | $3.6M | 6% | Dec 2024 |
|
| Savant Capital Management | 40k | $3.5M | -4% | Dec 2024 |
|
| Marotta Asset Management | 40k | $3.4M | -6% | Dec 2024 |
|
| Principal Securities | 39k | $3.4M | 10% | Dec 2024 |
|
| Aptus Capital Advisors | 38k | $3.3M | -10% | Dec 2024 |
|
| Total Wealth Planning | 38k | $3.0M | -2% | Mar 2025 |
|
| Financial Guidance Group | 38k | $3.3M | -11% | Dec 2024 |
|
| Tortoise Investment Management | 38k | $3.3M | -3% | Dec 2024 |
|
| Capricorn Fund Managers | 37k | $3.2M | 0% | Dec 2024 |
|
| CWM | 37k | $3.2M | 5% | Dec 2024 |
|
| Canandaigua National Trust Co of Florida | 36k | $3.1M | 0% | Dec 2024 |
|
| Chicago Partners Investment | 36k | $3.1M | -1% | Dec 2024 |
|
| Arete Wealth Advisors | 36k | $3.1M | 28% | Dec 2024 |
|
| Pinnacle Family Advisors | 35k | $3.1M | 72% | Dec 2024 |
|
| My Purposeful Wealth Corp. | 35k | $3.1M | 5% | Dec 2024 |
|
| Wealth Advisors of Tampa Bay | 35k | $3.1M | 0% | Dec 2024 |
|
| Moneta Group Investment Advisors | 35k | $3.0M | -7% | Dec 2024 |
|
| Tradition Wealth Management | 34k | $3.0M | -1% | Dec 2024 |
|
| Bailard | 34k | $2.9M | 0% | Dec 2024 |
|
| Strategies Wealth Advisors | 32k | $2.8M | -5% | Dec 2024 |
|
| Benjamin Edwards | 32k | $2.8M | 15% | Dec 2024 |
|
| Pathstone Holdings | 32k | $2.8M | -1% | Dec 2024 |
|
| Indie Asset Partners | 32k | $2.8M | -1% | Dec 2024 |
|
| Gladstone Institutional Advisory | 31k | $2.7M | -5% | Dec 2024 |
|
| Kelly Financial Group | 31k | $2.4M | -12% | Mar 2025 |
|
| Great Valley Advisor Group | 30k | $2.7M | 8% | Dec 2024 |
|
| Diversify Wealth Management | 30k | $2.6M | -2% | Dec 2024 |
|
| Collective Family Office | 30k | $2.3M | -16% | Mar 2025 |
|
| EP Wealth Advisors | 30k | $2.6M | 314% | Dec 2024 |
|
| Hamilton Capital Management | 29k | $2.5M | 12% | Dec 2024 |
|
| Keeler & Nadler Financial Planning & Wealth Management | 28k | $2.5M | -12% | Dec 2024 |
|
| Facet Wealth | 28k | $2.4M | -52% | Dec 2024 |
|
| Two Sigma Investments | 17k | $1.4M | -70% | Dec 2024 |
|
| Good Life Advisors | 8.4k | $730k | -77% | Dec 2024 |
|
| EWG Elevate | 3.0k | $232k | -94% | Mar 2025 |
|
| Tradewinds Capital Management | 1.3k | $109k | -99% | Dec 2024 |
|
Who sold out of SPDR DJ Wilshire Small Cap Value?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Clarus Wealth Advisors | Dec 2024 | 48k | $4.1M |