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 | 5.2M | $404M | 239% | Mar 2025 |
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Bank of America Corporation | 2.7M | $234M | 0% | Dec 2024 |
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Financial Engines Advisors L.L.C | 1.3M | $103M | 0% | Mar 2025 |
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Cannon Financial Strategists | 942k | $74M | 2% | Mar 2025 |
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HPM Partners | 935k | $73M | 2% | Mar 2025 |
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Goelzer Investment Management | 855k | $67M | 2% | Mar 2025 |
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NorthRock Partners | 752k | $59M | 2% | Mar 2025 |
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Ameriprise Financial | 692k | $54M | -4% | Mar 2025 |
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Wealth Enhancement Advisory Services | 551k | $43M | 0% | Mar 2025 |
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Creative Planning | 408k | $32M | -6% | Mar 2025 |
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Trilogy Capital | 350k | $31M | 0% | Dec 2024 |
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Envestnet Asset Management | 348k | $27M | -19% | Mar 2025 |
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Wells Fargo & Company | 333k | $26M | -12% | Mar 2025 |
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Morgan Stanley | 318k | $28M | 100% | Dec 2024 |
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Commonwealth Equity Services | 314k | $27M | 3% | Dec 2024 |
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Rodgers & Associates | 306k | $24M | 2% | Mar 2025 |
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Evensky & Katz | 303k | $26M | -3% | Dec 2024 |
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Equitable Holdings | 294k | $26M | -5% | Dec 2024 |
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Fragasso | 288k | $23M | 414% | Mar 2025 |
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Colony | 281k | $22M | 0% | Mar 2025 |
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Brandywine Oak Private Wealth | 269k | $21M | 7% | Mar 2025 |
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American Financial Advisors | 258k | $20M | -2% | Mar 2025 |
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ERTS Wealth Advisors | 256k | $20M | 1% | Mar 2025 |
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Klingman & Associates | 255k | $22M | -1% | Dec 2024 |
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Convergence Financial | 240k | $19M | 100% | Mar 2025 |
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KWB Wealth | 218k | $19M | -6% | Mar 2025 |
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Pure Portfolios Holdings | 217k | $17M | 1% | Mar 2025 |
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Advisor Group Holdings | 217k | $17M | -28% | Mar 2025 |
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Canandaigua National Bank and Trust Company | 215k | $17M | 4% | Mar 2025 |
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Benjamin Edwards | 213k | $17M | 569% | Mar 2025 |
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Wrenne Financial Planning | 192k | $15M | 9% | Mar 2025 |
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First National Trust Company | 189k | $15M | -4% | Mar 2025 |
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Financial Advisory Service | 186k | $15M | 4% | Mar 2025 |
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Nelson, Van Denburg & Campbell Wealth Management | 183k | $14M | -11% | Mar 2025 |
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GHP Investment Advisors | 175k | $14M | 1% | Mar 2025 |
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N.E.W. Advisory Services | 162k | $13M | 56% | Mar 2025 |
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Tiaa Trust, National Association | 162k | $13M | 9% | Mar 2025 |
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Lutz Financial Services | 162k | $13M | 0% | Mar 2025 |
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Michael S. Ryan | 160k | $13M | -1% | Mar 2025 |
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Key FInancial | 159k | $12M | -2% | Mar 2025 |
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Financial Strategies Group | 158k | $11M | 0% | Mar 2025 |
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Redwood Investment Management | 158k | $14M | 91% | Dec 2024 |
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Two Sigma Investments | 157k | $12M | 847% | Mar 2025 |
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Sage Financial | 156k | $12M | 0% | Mar 2025 |
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Honkamp Krueger Financial Services | 153k | $12M | 12% | Mar 2025 |
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UBS Group | 150k | $12M | -1% | Mar 2025 |
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IHT Wealth Management | 147k | $13M | 465% | Dec 2024 |
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SPX Equities Gestao de Recursos | 142k | $12M | 100% | Dec 2024 |
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Capasso Planning Partners | 137k | $11M | 1% | Mar 2025 |
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Optimist Retirement Group | 135k | $11M | 1% | Mar 2025 |
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HighTower Advisors | 133k | $12M | 0% | Dec 2024 |
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Mariner Wealth Advisors | 131k | $10M | 5% | Mar 2025 |
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WCG Wealth Advisors | 128k | $10M | -13% | Mar 2025 |
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Triangle Securities Wealth Management | 125k | $9.8M | 1% | Mar 2025 |
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BIP Wealth | 125k | $9.8M | 14% | Mar 2025 |
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Geneos Wealth Management | 88k | $6.9M | -1% | Mar 2025 |
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Perritt Capital Management | 118k | $9.2M | 2% | Mar 2025 |
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Merriman Wealth Management | 116k | $10M | -1% | Dec 2024 |
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Rockbridge Investment Management, LCC | 113k | $9.8M | -5% | Dec 2024 |
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Asset Dedication | 113k | $8.8M | -13% | Mar 2025 |
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Balanced Wealth Group | 112k | $8.8M | 1% | Mar 2025 |
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Cambridge Investment Research Advisors | 111k | $8.7M | 1% | Mar 2025 |
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One Day In July | 110k | $8.6M | 23% | Mar 2025 |
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Baird Financial | 109k | $9.5M | 3% | Dec 2024 |
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Mercer Global Advisors | 109k | $8.5M | 0% | Mar 2025 |
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CarsonAllaria Wealth Management | 107k | $8.4M | 3% | Mar 2025 |
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Buckingham Strategic Partners | 106k | $8.3M | -7% | Mar 2025 |
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Modera Wealth Management | 100k | $7.8M | -3% | Mar 2025 |
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Diversified Enterprises | 94k | $7.4M | 7% | Mar 2025 |
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Mather Group | 89k | $7.0M | -5% | Mar 2025 |
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Confluence Investment Management | 88k | $6.9M | 100% | Mar 2025 |
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LPWM | 86k | $6.7M | 6% | Mar 2025 |
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TBH Global Asset Management | 82k | $3.3M | 2737% | Mar 2025 |
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Clark Capital Management Group | 80k | $6.2M | 8% | Mar 2025 |
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Charles Schwab Investment Management | 77k | $6.1M | -4% | Mar 2025 |
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Mml Investors Services | 77k | $6.7M | 2% | Dec 2024 |
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Private Advisor | 76k | $5.9M | -18% | Mar 2025 |
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Financial Counselors | 74k | $5.8M | -3% | Mar 2025 |
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Aire Advisors | 74k | $5.8M | -2% | Mar 2025 |
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Raymond James Financial | 74k | $5.8M | -2% | Mar 2025 |
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Townsquare Capital | 73k | $5.7M | 7% | Mar 2025 |
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Goldman Sachs Group | 72k | $5.6M | -43% | Mar 2025 |
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Cetera Investment Advisers | 72k | $6.2M | 3% | Dec 2024 |
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Nwam | 70k | $5.5M | -53% | Mar 2025 |
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Kades & Cheifetz | 70k | $6.1M | 3% | Dec 2024 |
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Northwest Wealth Management | 68k | $5.3M | -9% | Mar 2025 |
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Emerald Investment Partners | 67k | $5.3M | 0% | Mar 2025 |
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Signature Estate and Investment Advisors | 66k | $5.2M | 2% | Mar 2025 |
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CI Private Wealth | 65k | $5.1M | -10% | Mar 2025 |
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Jones Financial Companies, L.L | 63k | $4.9M | 40% | Mar 2025 |
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Facet Wealth | 62k | $4.7M | 125% | Mar 2025 |
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McAdam | 60k | $4.7M | 0% | Mar 2025 |
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Cornerstone Advisors Asset Management | 59k | $4.6M | -5% | Mar 2025 |
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Palisades Hudson Asset Management | 59k | $5.1M | -1% | Dec 2024 |
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Branch Banking & Trust Company | 58k | $4.5M | -30% | Mar 2025 |
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Comprehensive Portfolio Management | 58k | $4.5M | -2% | Mar 2025 |
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Interactive Financial Advisors | 57k | $4.5M | 4% | Mar 2025 |
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Assetmark | 57k | $5.0M | 8182% | Dec 2024 |
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Royal Bank of Canada | 56k | $4.5M | -11% | Mar 2025 |
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Salomon & Ludwin | 56k | $4.4M | -1% | Mar 2025 |
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Captrust Financial Advisors | 56k | $4.4M | -4% | Mar 2025 |
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CWM | 55k | $4.3M | 50% | Mar 2025 |
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Melone Private Wealth | 55k | $4.3M | 2% | Mar 2025 |
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New Hampshire Trust | 54k | $4.3M | -4% | Mar 2025 |
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Perennial Investment Advisors | 53k | $4.6M | -48% | Dec 2024 |
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May Barnhard Investments | 53k | $4.1M | -6% | Mar 2025 |
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Warren Averett Asset Management | 52k | $4.6M | -5% | Dec 2024 |
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Kingsview Wealth Management | 52k | $4.1M | 3% | Mar 2025 |
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Pinnacle Financial Partners | 51k | $4.0M | 0% | Mar 2025 |
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Probity Advisors | 51k | $4.0M | -4% | Mar 2025 |
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My Purposeful Wealth Corp. | 48k | $3.7M | 36% | Mar 2025 |
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Waller Financial Planning Group | 47k | $3.7M | -25% | Mar 2025 |
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Susquehanna International | 46k | $4.0M | -18% | Dec 2024 |
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SRS Capital Advisors | 46k | $4.0M | 2% | Dec 2024 |
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Financial Advocates Investment Management | 46k | $3.6M | 321% | Mar 2025 |
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Krilogy Financial | 45k | $3.5M | -4% | Mar 2025 |
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Blue Barn Wealth | 45k | $3.5M | 9% | Mar 2025 |
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TAGStone Capital | 44k | $3.5M | -1% | Mar 2025 |
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Oakmont Partners | 43k | $3.4M | -15% | Mar 2025 |
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Great Valley Advisor Group | 43k | $3.4M | 42% | Mar 2025 |
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Marotta Asset Management | 42k | $3.6M | 6% | Mar 2025 |
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Larson Financial Group | 42k | $3.3M | -2% | Mar 2025 |
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Chicago Partners Investment | 40k | $3.0M | 13% | Mar 2025 |
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Principal Securities | 39k | $3.4M | 0% | Mar 2025 |
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Total Wealth Planning | 38k | $3.0M | -2% | Mar 2025 |
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Savant Capital Management | 38k | $3.0M | -5% | Mar 2025 |
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Citadel Advisors | 38k | $3.0M | -10% | Mar 2025 |
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Tortoise Investment Management | 38k | $3.3M | -3% | Dec 2024 |
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Aptus Capital Advisors | 37k | $2.9M | -2% | Mar 2025 |
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Symphony Financial | 37k | $2.6M | 100% | Mar 2025 |
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Financial Guidance Group | 37k | $2.9M | -3% | Mar 2025 |
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Prestige Wealth Management Group | 36k | $2.8M | -16% | Mar 2025 |
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Canandaigua National Trust Co of Florida | 36k | $2.8M | -2% | Mar 2025 |
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Pinnacle Family Advisors | 35k | $3.1M | 72% | Dec 2024 |
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Wealth Advisors of Tampa Bay | 35k | $3.1M | 0% | Dec 2024 |
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Bailard | 35k | $2.7M | 4% | Mar 2025 |
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Tradition Wealth Management | 34k | $3.0M | -1% | Dec 2024 |
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Pathstone Holdings | 34k | $2.6M | 7% | Mar 2025 |
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Strategies Wealth Advisors | 34k | $2.6M | 5% | Mar 2025 |
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Hamilton Capital Management | 33k | $2.6M | 14% | Mar 2025 |
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Moneta Group Investment Advisors | 33k | $2.6M | -5% | Mar 2025 |
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Arete Wealth Advisors | 33k | $2.6M | -8% | Mar 2025 |
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Apex Investment Services | 33k | $2.6M | 100% | Mar 2025 |
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Foundation Wealth Management | 32k | $2.5M | 100% | Mar 2025 |
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Indie Asset Partners | 32k | $2.5M | 0% | Mar 2025 |
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Gladstone Institutional Advisory | 31k | $2.7M | -5% | Dec 2024 |
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Kelly Financial Group | 31k | $2.4M | -12% | Mar 2025 |
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Renaissance Technologies | 30k | $2.4M | 200% | Mar 2025 |
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Collective Family Office | 30k | $2.3M | -16% | Mar 2025 |
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Diversify Wealth Management | 29k | $2.2M | -4% | Mar 2025 |
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Calton & Associates | 7.4k | $595k | -83% | Mar 2025 |
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New England Capital Financial Advisors | 4.8k | $376k | -90% | Mar 2025 |
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Concord Wealth Partners | 4.2k | $328k | -96% | Mar 2025 |
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EWG Elevate | 3.0k | $232k | -94% | Mar 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 |
---|---|---|---|
Dean, Jacobson Financial Services | Dec 2024 | 294k | $26M |
Concord Asset Management | Dec 2024 | 113k | $9.8M |
Morningstar Investment Services | Dec 2024 | 86k | $7.5M |
Provident Wealth Management | Dec 2024 | 73k | $6.3M |
Marietta Wealth Management | Dec 2024 | 65k | $5.7M |
Clarus Wealth Advisors | Dec 2024 | 48k | $4.1M |
Capricorn Fund Managers | Dec 2024 | 37k | $3.2M |