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
Download as csv
Download as Excel
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 | 5.2M | $489M | -9% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 1.1M | $103M | -7% | Mar 2026 |
|
| Bank of America Corporation | 1.0M | $99M | 100% | Mar 2026 |
|
| Cannon Financial Strategists | 1.0M | $95M | 1% | Mar 2026 |
|
| NorthRock Partners | 798k | $76M | 2% | Mar 2026 |
|
| Goelzer Investment Management | 791k | $75M | -10% | Mar 2026 |
|
| Ameriprise Financial | 596k | $56M | -16% | Mar 2026 |
|
| Morgan Stanley | 556k | $79M | 12% | Mar 2026 |
|
| WCG Wealth Advisors | 381k | $36M | 3% | Mar 2026 |
|
| Creative Planning | 355k | $34M | -23% | Mar 2026 |
|
| Rodgers & Associates | 324k | $31M | -3% | Mar 2026 |
|
| Fragasso | 305k | $33M | -2% | Jun 2026 |
|
| Equitable Holdings | 300k | $27M | -5% | Mar 2026 |
|
| Dean, Jacobson Financial Services | 288k | $32M | -1% | Jun 2026 |
|
| HPM Partners | 286k | $27M | -1% | Mar 2026 |
|
| Klingman & Associates | 280k | $31M | 0% | Jun 2026 |
|
| Brandywine Oak Private Wealth | 278k | $30M | -2% | Jun 2026 |
|
| Evensky & Katz | 267k | $25M | -4% | Mar 2026 |
|
| Wells Fargo & Company | 262k | $25M | 3% | Mar 2026 |
|
| Colony | 258k | $24M | -4% | Mar 2026 |
|
| Morningstar Investment Management | 256k | $24M | -34% | Mar 2026 |
|
| American Financial Advisors | 250k | $24M | -2% | Mar 2026 |
|
| Warren Averett Asset Management | 236k | $22M | 418% | Mar 2026 |
|
| Envestnet Asset Management | 231k | $22M | 7% | Mar 2026 |
|
| Advisor Group Holdings | 228k | $22M | 9% | Mar 2026 |
|
| Canandaigua National Bank and Trust Company | 219k | $24M | 5% | Jun 2026 |
|
| OpenArc Corporate Advisory | 219k | $21M | 100% | Mar 2026 |
|
| Canandaigua National Bank and Trust Company | 216k | $20M | 100% | Mar 2026 |
|
| HighTower Advisors | 213k | $20M | -61% | Mar 2026 |
|
| First National Trust Company | 209k | $20M | 1% | Mar 2026 |
|
| Wrenne Financial Planning | 203k | $19M | 3% | Mar 2026 |
|
| One Day In July | 201k | $19M | 9% | Mar 2026 |
|
| Convergence Financial | 201k | $19M | -5% | Mar 2026 |
|
| Financial Strategies Group | 185k | $19M | 6% | Mar 2026 |
|
| GHP Investment Advisors | 185k | $20M | 2% | Jun 2026 |
|
| Financial Advisory Service | 184k | $20M | 4% | Jun 2026 |
|
| Key FInancial | 181k | $20M | -1% | Jun 2026 |
|
| Commonwealth Equity Services | 179k | $20M | -7% | Jun 2026 |
|
| Honkamp Krueger Financial Services | 177k | $19M | -4% | Jun 2026 |
|
| Private Advisor | 159k | $15M | 168% | Mar 2026 |
|
| Sage Financial | 159k | $15M | -1% | Mar 2026 |
|
| UBS Group | 151k | $14M | 0% | Mar 2026 |
|
| Tiaa-cref Individual & Institutional Services | 147k | $14M | 100% | Mar 2026 |
|
| Lutz Financial Services | 139k | $13M | -3% | Mar 2026 |
|
| Optimist Retirement Group | 137k | $13M | -3% | Mar 2026 |
|
| Jones Financial Companies, L.L | 133k | $12M | 21% | Mar 2026 |
|
| CarsonAllaria Wealth Management | 130k | $14M | 4% | Jun 2026 |
|
| Sentinus | 129k | $12M | 1% | Mar 2026 |
|
| Balanced Wealth Group | 127k | $12M | -2% | Mar 2026 |
|
| Baird Financial | 125k | $12M | 5% | Mar 2026 |
|
| Triangle Securities Wealth Management | 124k | $12M | 0% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 123k | $12M | 0% | Mar 2026 |
|
| Geneos Wealth Management | 117k | $11M | 2% | Mar 2026 |
|
| BIP Wealth | 115k | $11M | -9% | Mar 2026 |
|
| Asset Dedication | 111k | $11M | 0% | Mar 2026 |
|
| N.E.W. Advisory Services | 104k | $9.9M | -2% | Mar 2026 |
|
| LPWM | 101k | $11M | 0% | Jun 2026 |
|
| My Purposeful Wealth Corp. | 101k | $9.6M | 22% | Mar 2026 |
|
| CWM | 100k | $9.4M | -11% | Mar 2026 |
|
| Capasso Planning Partners | 99k | $9.4M | 8% | Mar 2026 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 99k | $11M | 43% | Jun 2026 |
|
| Mariner Wealth Advisors | 98k | $9.3M | 2% | Mar 2026 |
|
| Independent Advisor Alliance | 97k | $9.2M | 2047% | Mar 2026 |
|
| Buckingham Strategic Partners | 97k | $9.1M | -2% | Mar 2026 |
|
| Rockbridge Investment Management, LCC | 94k | $8.9M | -2% | Mar 2026 |
|
| Raymond James Financial | 92k | $8.7M | 0% | Mar 2026 |
|
| Cetera Investment Advisers | 91k | $8.6M | -1% | Mar 2026 |
|
| Nwam | 89k | $8.4M | -2% | Mar 2026 |
|
| Modera Wealth Management | 88k | $8.3M | -6% | Mar 2026 |
|
| Diversified Enterprises | 87k | $8.2M | 1% | Mar 2026 |
|
| Trilogy Capital | 82k | $8.9M | 14% | Jun 2026 |
|
| Mather Group | 81k | $8.9M | -2% | Jun 2026 |
|
| Goldman Sachs Group | 76k | $7.1M | 0% | Mar 2026 |
|
| Arnold Financial Planning | 74k | $7.0M | -1% | Mar 2026 |
|
| KWB Wealth | 71k | $7.8M | 617% | Jun 2026 |
|
| Symphony Financial | 71k | $6.6M | 4% | Mar 2026 |
|
| Cambridge Financial Group | 70k | $6.6M | -16% | Mar 2026 |
|
| Kingsview Wealth Management | 69k | $6.5M | -4% | Mar 2026 |
|
| Aire Advisors | 67k | $6.3M | 0% | Mar 2026 |
|
| Emerald Investment Partners | 67k | $6.3M | 0% | Mar 2026 |
|
| Comprehensive Portfolio Management | 67k | $6.3M | 0% | Mar 2026 |
|
| Mercer Global Advisors | 65k | $6.1M | -3% | Mar 2026 |
|
| Royal Bank of Canada | 65k | $6.1M | 100% | Mar 2026 |
|
| Cornerstone Advisors Asset Management | 63k | $6.0M | 0% | Mar 2026 |
|
| MONECO Advisors | 62k | $5.9M | 29% | Mar 2026 |
|
| Palisades Hudson Asset Management | 62k | $5.9M | 1% | Mar 2026 |
|
| ERTS Wealth Advisors | 62k | $5.8M | -16% | Mar 2026 |
|
| Northwest Wealth Management | 62k | $5.8M | -4% | Mar 2026 |
|
| Signature Estate and Investment Advisors | 61k | $5.8M | -8% | Mar 2026 |
|
| IHT Wealth Management | 59k | $5.6M | -4% | Mar 2026 |
|
| Probity Advisors | 56k | $5.3M | -2% | Mar 2026 |
|
| McAdam | 56k | $5.3M | -6% | Mar 2026 |
|
| Michael S. Ryan | 55k | $5.9M | 1% | Jun 2026 |
|
| Midwest Trust | 54k | $5.1M | -1% | Mar 2026 |
|
| Salomon & Ludwin | 52k | $5.0M | -2% | Mar 2026 |
|
| Interactive Financial Advisors | 52k | $4.9M | 1% | Mar 2026 |
|
| Calton & Associates | 51k | $4.8M | -1% | Mar 2026 |
|
| Nvest Wealth Strategies | 50k | $5.5M | 0% | Jun 2026 |
|
| Strategies Wealth Advisors | 48k | $4.5M | -3% | Mar 2026 |
|
| New Hampshire Trust | 47k | $4.4M | 0% | Mar 2026 |
|
| Hamilton Capital Management | 47k | $4.4M | -9% | Mar 2026 |
|
| Mml Investors Services | 46k | $4.3M | -15% | Mar 2026 |
|
| Savant Capital Management | 45k | $4.3M | -23% | Mar 2026 |
|
| TAGStone Capital | 44k | $4.2M | 0% | Mar 2026 |
|
| Farther Finance Advisors | 44k | $4.8M | 11% | Jun 2026 |
|
| Sankala Group | 43k | $4.1M | 3% | Mar 2026 |
|
| May Barnhard Investments | 43k | $4.1M | -9% | Mar 2026 |
|
| CI Private Wealth | 42k | $4.0M | -25% | Mar 2026 |
|
| Gladstone Institutional Advisory | 41k | $4.5M | 14% | Jun 2026 |
|
| Chicago Partners Investment | 40k | $4.0M | 1% | Mar 2026 |
|
| Captrust Financial Advisors | 40k | $3.7M | -1% | Mar 2026 |
|
| Bailard | 38k | $3.6M | 1% | Mar 2026 |
|
| Branch Banking & Trust Company | 38k | $4.2M | 1% | Jun 2026 |
|
| Krilogy Financial | 38k | $4.2M | -2% | Jun 2026 |
|
| AQR Capital Management | 38k | $3.6M | 22% | Mar 2026 |
|
| Pathstone Holdings | 38k | $3.6M | 12% | Mar 2026 |
|
| Prestige Wealth Management Group | 36k | $3.4M | 100% | Mar 2026 |
|
| Paragon Capital Management | 35k | $3.8M | -3% | Jun 2026 |
|
| Facet Wealth | 35k | $3.3M | -4% | Mar 2026 |
|
| Canandaigua National Trust Co of Florida | 34k | $3.2M | 5% | Mar 2026 |
|
| Tradition Wealth Management | 33k | $3.2M | -1% | Mar 2026 |
|
| Janney Montgomery Scott | 33k | $3.1M | 100% | Mar 2026 |
|
| Larson Financial Group | 33k | $3.1M | -2% | Mar 2026 |
|
| Aptus Capital Advisors | 33k | $3.1M | -11% | Mar 2026 |
|
| Kestra Advisory Services | 33k | $3.6M | -3% | Jun 2026 |
|
| Financial Guidance Group | 33k | $3.1M | -7% | Mar 2026 |
|
| Tortoise Investment Management | 32k | $3.1M | -1% | Mar 2026 |
|
| Partners in Financial Planning | 32k | $3.0M | 1% | Mar 2026 |
|
| Meredith Wealth Planning | 31k | $3.4M | 1% | Jun 2026 |
|
| Moneta Group Investment Advisors | 31k | $2.9M | -4% | Mar 2026 |
|
| Perennial Investment Advisors | 30k | $2.9M | -5% | Mar 2026 |
|
| Junk Investment Group | 30k | $3.3M | 0% | Jun 2026 |
|
| Marotta Asset Management | 30k | $3.2M | -16% | Jun 2026 |
|
| Livet Wealth | 29k | $3.2M | -4% | Jun 2026 |
|
| Diversify Wealth Management | 28k | $2.9M | -18% | Mar 2026 |
|
| Integrated Wealth Concepts | 28k | $2.6M | 2% | Mar 2026 |
|
| Collective Family Office | 28k | $3.0M | 0% | Jun 2026 |
|
| Pinnacle Family Advisors | 28k | $2.6M | 118% | Mar 2026 |
|
| Fell Capital Management | 28k | $3.0M | 6% | Jun 2026 |
|
| Univest National Bank and Trust | 28k | $2.6M | -3% | Mar 2026 |
|
| O'shaughnessy Asset Management | 27k | $2.6M | 1% | Mar 2026 |
|
| Benjamin Edwards | 27k | $2.9M | -1% | Jun 2026 |
|
| Savvy Advisors | 27k | $2.5M | 319% | Mar 2026 |
|
| Fifth Third Securities | 27k | $2.5M | 1% | Mar 2026 |
|
| True Blue Financial | 27k | $2.9M | 100% | Jun 2026 |
|
| MidFirst Bank | 26k | $2.5M | 2% | Mar 2026 |
|
| Kingswood Wealth Advisors | 26k | $2.4M | 0% | Mar 2026 |
|
| Waller Financial Planning Group | 25k | $2.7M | -4% | Jun 2026 |
|
| Brookstone Capital Management | 24k | $2.3M | -6% | Mar 2026 |
|
| Cm Wealth Advisors | 24k | $2.3M | -1% | Mar 2026 |
|
| Two Sigma Investments | 16k | $1.5M | -42% | Mar 2026 |
|
| Charles Schwab Investment Management | 14k | $1.4M | -78% | Mar 2026 |
|
| Balance Wealth | 11k | $1.0M | -56% | Mar 2026 |
|
| Tiaa Trust, National Association | 9.0k | $847k | -94% | Mar 2026 |
|
| Susquehanna International | 3.3k | $313k | -88% | Mar 2026 |
|
| Citadel Advisors | 3.2k | $303k | -93% | Mar 2026 |
|
| Stratos Wealth Partners | 2.3k | $215k | -94% | Mar 2026 |
|
Who sold out of SPDR DJ Wilshire Small Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 402k | $38M |
| IFG Advisory | Dec 2025 | 26k | $2.3M |