Who owns SPDR DJ Wilshire Small Cap Value?

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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
Financial Engines Advisors L.L.C 1.4M $94M -10% Dec 2020
Bank of America Corporation 1.4M $90M 7% Dec 2020
Wealth Enhancement Advisory Services 1.3M $91M 2% Dec 2020
NorthRock Partners 751k $50M 3% Dec 2020
LPL Financial 668k $44M 38% Dec 2020
Goelzer Investment Management 656k $43M 5% Dec 2020
Resource Management 644k $43M 14% Dec 2020
Financial Counselors 594k $39M 10% Dec 2020
Financial Planning & Information Services 592k $39M 100% Dec 2020
Stifel Financial 463k $31M 2% Dec 2020
Evensky & Katz 399k $33M -7% Mar 2021

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Ameriprise Financial 398k $26M 5% Dec 2020
Krilogy Financial 331k $22M -7% Dec 2020
UBS Group 327k $22M -7% Dec 2020
Commonwealth Equity Services 321k $21M 3% Dec 2020
Massmutual Trust 311k $21M 13% Dec 2020
Palladium Partners,LLC dba Palladium Registered Investment Advisors 302k $20M 5% Dec 2020
Redwood Investment Management 301k $20M -18% Dec 2020
ERTS Wealth Advisors 271k $18M 9% Dec 2020
Confluence Investment Management 253k $21M 84% Mar 2021
Equitable Holdings 247k $16M 10% Dec 2020
Klingman & Associates 247k $16M -1% Dec 2020
Asset Dedication 240k $16M 5% Dec 2020
Pensionmark Financial Group 236k $18M 100% Dec 2020
Financial Advisory Service 235k $16M 21% Dec 2020
Benjamin F. Edwards & Company 234k $16M 4% Dec 2020
Townsquare Capital 229k $15M 1% Dec 2020
Financial Advisory 228k $15M 0% Dec 2020
Rodgers & Associates 227k $15M 100% Dec 2020
Envestnet Asset Management 218k $14M 81% Dec 2020
Betterment 202k $13M -31% Dec 2020
Morgan Stanley 200k $13M 13% Dec 2020
Amerivest Investment Management 196k $13M -8% Dec 2020
KWB Wealth 180k $12M 100% Dec 2020
BerganKDV Wealth Management 172k $11M 0% Dec 2020
Sage Financial 164k $11M 8% Dec 2020
Wells Fargo & Company 162k $11M 48% Dec 2020
Lutz Financial Services 161k $11M 5% Dec 2020
Mariner Wealth Advisors 154k $10M 51% Dec 2020
Nelson, Van Denburg & Campbell Wealth Management 148k $9.8M -4% Dec 2020
Advisor Group Holdings 145k $9.6M -5% Dec 2020
GHP Investment Advisors 131k $8.7M -1% Dec 2020
ARGI Investment Services 129k $8.5M -2% Dec 2020
Triangle Securities Wealth Management 124k $10M -3% Mar 2021
Opus Capital Group 124k $8.2M 1% Dec 2020
Managed Account Services 124k $9.0M 1% Dec 2020
Private Advisor 123k $8.2M 36% Dec 2020
People's United Financial 122k $8.1M -8% Dec 2020
McAdam 121k $8.6M -12% Dec 2020
Brandywine Oak Private Wealth 120k $7.9M 66% Dec 2020
Connecticut Wealth Management 120k $8.9M 253% Dec 2020
Signify Wealth 119k $7.9M 100% Dec 2020
Northwest Wealth Management 117k $7.7M -1% Dec 2020
Moisand Fitzgerald Tamayo 114k $7.5M -12% Dec 2020
Branch Banking & Trust Company 110k $7.3M 138% Dec 2020
N.E.W. Advisory Services 110k $9.1M -81% Mar 2021
Financial Strategies Group 107k $7.1M 5% Dec 2020
Rockbridge Investment Management, LCC 106k $7.0M 4% Dec 2020
Retirement Group 105k $7.0M 100% Dec 2020
Larson Financial Group 102k $6.8M 0% Mar 2021
Burney Co/ 94k $6.2M 1% Dec 2020
Mather Group 92k $6.1M -2% Dec 2020
Mml Investors Services 88k $5.8M 16% Dec 2020
Tradition Wealth Management 86k $5.7M 100% Dec 2020
Krasney Financial 86k $5.7M 3% Dec 2020
Perritt Capital Management 85k $5.6M 5% Dec 2020
Morningstar Investment Services 84k $5.6M -1% Dec 2020
Strategic Financial 81k $5.4M -4% Dec 2020
Salomon & Ludwin 81k $5.3M 0% Dec 2020
Comprehensive Portfolio Management 81k $5.3M 8% Dec 2020
HighTower Advisors 79k $5.2M 1724% Dec 2020
Nwam 74k $4.9M -2% Dec 2020
Key FInancial 71k $4.7M 14% Dec 2020
Raymond James Financial Services Advisors 71k $4.7M 157% Dec 2020
Signature Estate and Investment Advisors 71k $5.8M -11% Mar 2021
First National Trust Company 68k $4.5M -1% Dec 2020
Waller Financial Planning Group 66k $5.4M -15% Mar 2021
Total Wealth Planning 64k $4.3M -16% Dec 2020
LPWM 64k $4.2M -3% Dec 2020
Ohe Financial 63k $4.2M 5% Dec 2020
Miracle Mile Advisors 61k $4.0M -10% Dec 2020
Modera Wealth Management 61k $4.0M -3% Dec 2020
Old Mission Capital 59k $3.9M 100% Dec 2020
CIBC World Markets 59k $3.9M 100% Dec 2020
Palisades Hudson Asset Management 59k $3.9M -1% Dec 2020
Clarus Wealth Advisors 57k $4.7M 19% Mar 2021
Indie Asset Partners 57k $3.8M -2% Dec 2020
Kingsview Wealth Management 56k $3.7M -12% Dec 2020
Janney Montgomery Scott 54k $3.6M 100% Dec 2020
Wellspring Financial Advisors 53k $3.5M -12% Dec 2020
Savant Capital Management 53k $3.5M -4% Dec 2020
Baird Financial 53k $3.5M -4% Dec 2020
Regal Investment Advisors 52k $3.4M 100% Dec 2020
Annapolis Financial Services 51k $3.4M 100% Dec 2020
Moneta Group Investment Advisors 49k $3.2M 1% Dec 2020
Tiaa 48k $3.1M -3% Dec 2020
Harborview Advisors 47k $3.1M -7% Dec 2020
Northern Capital Management 46k $3.0M 100% Dec 2020
HBK Sorce Advisory 45k $3.0M -16% Dec 2020
Gladstone Institutional Advisory 44k $2.9M 3% Dec 2020
Buckingham Asset Management 44k $2.9M 2% Dec 2020
Susquehanna International 42k $2.8M 134% Dec 2020
First Trust Advisors 42k $2.8M 100% Dec 2020
Resonant Capital Advisors 41k $2.7M 100% Dec 2020
Windsor Group 41k $2.7M 1% Dec 2020
Collective Family Office 40k $3.3M 0% Mar 2021
Cambridge Investment Research Advisors 40k $2.6M 79% Dec 2020
Pinnacle Financial Partners 40k $3.3M 0% Mar 2021
Prestige Wealth Management Group 39k $2.6M 136% Dec 2020
Laidlaw Wealth Management 39k $2.6M 15% Dec 2020
ERn Financial 38k $3.1M -2% Mar 2021
Eqis Capital Management 36k $2.4M -4% Dec 2020
Raymond James & Associates 36k $2.4M 8% Dec 2020
Marotta Asset Management 36k $2.9M 2% Mar 2021
JNBA Financial Advisors 35k $2.3M 968% Dec 2020
SRS Capital Advisors 34k $2.3M -2% Dec 2020
United Capital Financial Advisers 33k $2.2M -11% Dec 2020
PRW Wealth Management 32k $2.1M 100% Dec 2020
Stratos Wealth Advisors 31k $2.1M 22% Dec 2020
Goldman Sachs Group 31k $2.1M 364% Dec 2020
Berger Financial Group 29k $1.9M 100% Dec 2020
Market Street Wealth Management Advisors 28k $1.8M -2% Dec 2020
Royal Bank of Canada 28k $1.8M -27% Dec 2020
Segall Bryant & Hamill 28k $1.8M -2% Dec 2020
Tortoise Investment Management 26k $1.7M 7% Dec 2020
EWG Elevate 25k $2.0M -49% Mar 2021
Cavalier Investments 24k $1.6M 100% Dec 2020
Veritable 24k $1.6M 0% Dec 2020
Garrett Investment Advisors 24k $1.6M 100% Dec 2020
Acorn Financial Advisory Services 24k $1.9M 0% Mar 2021
Marietta Wealth Management 23k $1.5M 1% Dec 2020
Eclectic Associates 23k $1.9M -1% Mar 2021
Mutual Advisors 23k $1.5M -1% Dec 2020
Foresight Wealth Management 23k $1.5M -2% Dec 2020
Mercer Global Advisors 23k $1.5M 3% Dec 2020
IFP Advisors 22k $1.4M 23% Dec 2020
Great Valley Advisor Group 21k $1.4M 3% Dec 2020
Clark Capital Management Group 21k $1.4M 20% Dec 2020
Girard Partners 21k $1.4M -12% Dec 2020
Prime Capital Investment Advisors 20k $1.3M 1599% Dec 2020
EP Wealth Advisors 20k $1.3M -3% Dec 2020
American Investment Services 20k $1.3M -7% Dec 2020
Calton & Associates 19k $1.3M 6% Dec 2020
Creative Planning 19k $1.3M 0% Dec 2020
Measured Wealth Private Client Group 19k $1.2M 3% Dec 2020
CornerCap Investment Counsel 19k $1.2M -44% Dec 2020
Family Legacy 17k $1.4M 100% Mar 2021
GFS Advisors 17k $1.1M 0% Dec 2020
Asset Planning Corporation 17k $1.1M 100% Dec 2020
Integrys Wealth Advisors 17k $1.4M -1% Mar 2021
Marquette Asset Management 12k $773k -54% Dec 2020
Ausdal Financial Partners 5.3k $351k -77% Dec 2020
Tower Research Capital 1.7k $109k -93% Dec 2020

Who sold out of SPDR DJ Wilshire Small Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
tru Independence Sep 2020 67k $3.4M