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 Actions
Bank of America Corporation 1.8M $130M 2% Sep 2023
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LPL Financial 1.7M $121M 1% Sep 2023
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Financial Engines Advisors L.L.C 1.3M $97M -1% Sep 2023
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Ameriprise Financial 1.3M $94M 42% Sep 2023
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Financial Counselors 980k $71M 4% Sep 2023
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Goelzer Investment Management 798k $58M 0% Sep 2023
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HPM Partners 734k $53M -1% Sep 2023
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Massmutual Trust 666k $48M 5% Sep 2023
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Financial Planning & Information Services 629k $46M -1% Sep 2023
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Creative Planning 541k $39M -1% Sep 2023
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Morningstar Investment Services 505k $37M -16% Sep 2023
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Commonwealth Equity Services 452k $33M -1% Sep 2023
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NorthRock Partners 387k $28M -1% Sep 2023
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Wells Fargo & Company 363k $26M 12% Sep 2023
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Equitable Holdings 363k $26M -1% Sep 2023
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Envestnet Asset Management 351k $25M -12% Sep 2023
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Townsquare Capital 341k $25M 18% Sep 2023
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Evensky & Katz 320k $23M -1% Sep 2023
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Wealth Enhancement Advisory Services 312k $23M 125% Sep 2023
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Trilogy Capital 305k $22M 8% Sep 2023
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Honkamp Krueger Financial Services 298k $22M 2% Sep 2023
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Morgan Stanley 290k $21M -12% Sep 2023
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American Financial Advisors 284k $21M -1% Sep 2023
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Dean, Jacobson Financial Services 280k $20M 100% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 278k $20M 5% Sep 2023
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Rodgers & Associates 272k $20M 3% Sep 2023
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Redwood Investment Management 260k $19M -44% Sep 2023
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New Hampshire Trust 252k $18M 0% Sep 2023
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Klingman & Associates 250k $18M -3% Sep 2023
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Brandywine Oak Private Wealth 235k $17M -2% Sep 2023
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Briggs Advisory Group 234k $17M -1% Sep 2023
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First National Trust Company 233k $17M -8% Sep 2023
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Branch Banking & Trust Company 231k $17M 2% Sep 2023
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ERTS Wealth Advisors 226k $16M 1% Sep 2023
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WCG Wealth Advisors 225k $17M 9% Sep 2023
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KWB Wealth 214k $17M -1% Sep 2023
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UBS Group 213k $15M -2% Sep 2023
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Advisor Group Holdings 205k $15M 2% Sep 2023
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Financial Advisory 205k $15M -1% Sep 2023
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Financial Advisory Service 201k $15M -2% Sep 2023
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Tiaa 184k $14M 8% Jun 2023
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BerganKDV Wealth Management 181k $14M 1% Jun 2023
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Mariner Wealth Advisors 180k $13M -8% Sep 2023
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Lutz Financial Services 171k $12M -4% Sep 2023
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Asset Dedication 166k $12M -3% Sep 2023
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Morton Brown Family Wealth 164k $12M 11% Sep 2023
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GHP Investment Advisors 158k $11M 3% Sep 2023
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Sage Financial 155k $11M 1% Sep 2023
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Financial Strategies Group 154k $11M 3% Sep 2023
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Michael S. Ryan 153k $10M 2% Sep 2023
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Reston Wealth Management 147k $11M -6% Sep 2023
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Tiaa Trust, National Association 143k $10M 100% Sep 2023
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Concord Wealth Partners 136k $9.8M 13% Sep 2023
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Capasso Planning Partners 134k $9.7M 5% Sep 2023
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Key FInancial 134k $9.7M 3% Sep 2023
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HighTower Advisors 122k $8.8M -4% Sep 2023
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Resonant Capital Advisors 119k $8.6M 3% Sep 2023
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Compass Ion Advisors 119k $8.6M -62% Sep 2023
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Retirement Group 117k $8.5M 3% Sep 2023
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Mather Group 116k $8.4M 18% Sep 2023
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Charles Schwab Investment Management 113k $8.2M 100% Sep 2023
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Betterment 113k $8.1M -23% Sep 2023
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Red Door Wealth Management 111k $8.0M -1% Sep 2023
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Triangle Securities Wealth Management 108k $7.8M 1% Sep 2023
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CI Private Wealth 107k $7.7M 2% Sep 2023
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Perritt Capital Management 102k $7.4M 1% Sep 2023
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N.E.W. Advisory Services 99k $7.2M 2% Sep 2023
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Clark Capital Management Group 98k $7.1M 2% Sep 2023
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Signature Estate and Investment Advisors 98k $7.1M 3% Sep 2023
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BIP Wealth 95k $6.9M -8% Sep 2023
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Melone Private Wealth 94k $6.8M 7% Sep 2023
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Perennial Investment Advisors 94k $6.8M -1% Sep 2023
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McAdam 89k $6.4M -1% Sep 2023
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Northwest Wealth Management 86k $6.2M -1% Sep 2023
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Baird Financial 86k $6.2M 7% Sep 2023
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Cambridge Investment Research Advisors 85k $6.1M 18% Sep 2023
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Aire Advisors 85k $6.1M -10% Sep 2023
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Ledge Wealth Management 84k $6.1M 0% Sep 2023
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Geneos Wealth Management 82k $5.9M 6% Sep 2023
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Diversified 80k $5.8M 0% Sep 2023
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Merit Financial Group 78k $5.7M 3% Sep 2023
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Raymond James Financial Services Advisors 77k $5.6M -13% Sep 2023
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ALPS Advisors 77k $5.5M 100% Sep 2023
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Salomon & Ludwin 76k $5.5M 0% Sep 2023
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Hrt Financial 76k $5.5M 64% Sep 2023
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LPWM 75k $5.4M 1% Sep 2023
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Probity Advisors 75k $5.4M 0% Sep 2023
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CarsonAllaria Wealth Management 73k $5.3M 3% Sep 2023
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Nwam 73k $5.3M -4% Sep 2023
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Mml Investors Services 69k $5.0M 1% Sep 2023
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Financial Guidance Group 68k $4.9M 0% Sep 2023
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Denver Wealth Management 68k $4.9M 4% Sep 2023
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Private Advisor 66k $4.8M -34% Sep 2023
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Krilogy Financial 65k $4.7M -15% Sep 2023
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Ohe Financial 63k $4.5M -1% Sep 2023
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Emerald Investment Partners 63k $4.5M 1% Sep 2023
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Kades & Cheifetz 63k $4.5M -2% Sep 2023
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Goldman Sachs Group 61k $4.4M -22% Sep 2023
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Interactive Financial Advisors 61k $4.4M 90% Sep 2023
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Facet Wealth 60k $4.1M 749% Sep 2023
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Strategic Financial 60k $4.3M -2% Sep 2023
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Palisades Hudson Asset Management 59k $4.3M 3% Sep 2023
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Comprehensive Portfolio Management 58k $4.2M -1% Sep 2023
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Fragasso 56k $4.1M 2% Sep 2023
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Pinnacle Financial Partners 55k $4.0M -3% Sep 2023
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Provident Wealth Management 55k $4.0M 3% Sep 2023
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Moneta Group Investment Advisors 54k $3.9M 0% Sep 2023
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Modera Wealth Management 54k $3.9M 0% Sep 2023
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Marietta Wealth Management 52k $3.8M 4% Sep 2023
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Royal Bank of Canada 52k $3.8M 41% Sep 2023
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Waller Financial Planning Group 51k $3.7M -1% Sep 2023
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Clarus Wealth Advisors 51k $3.9M 5% Jun 2023
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Captrust Financial Advisors 50k $3.6M -1% Sep 2023
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Annapolis Financial Services 50k $3.6M 0% Sep 2023
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Collective Family Office 50k $3.6M -6% Sep 2023
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Windsor Group 50k $3.6M -7% Sep 2023
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Total Wealth Planning 50k $3.6M -5% Sep 2023
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Two Sigma Investments 49k $3.6M 240% Sep 2023
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Larson Financial Group 48k $3.4M -1% Sep 2023
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Congress Wealth Management LLC / DE / 46k $3.3M 100% Sep 2023
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Buckingham Asset Management 44k $3.2M 0% Sep 2023
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JNBA Financial Advisors 43k $3.1M 0% Sep 2023
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Savant Capital Management 43k $3.1M 0% Sep 2023
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Financial Advocates Investment Management 42k $3.1M -1% Sep 2023
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Strategies Wealth Advisors 42k $3.0M 3% Sep 2023
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Northern Capital Management 42k $3.0M -25% Sep 2023
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Equita Financial Network 42k $3.0M 100% Sep 2023
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Tortoise Investment Management 41k $3.0M 0% Sep 2023
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New England Capital Financial Advisors 40k $2.9M 4% Sep 2023
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SRS Capital Advisors 40k $2.9M 3% Sep 2023
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TAGStone Capital 40k $2.9M 3% Sep 2023
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Marotta Asset Management 40k $2.9M -8% Sep 2023
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Massey, Quick & Co 39k $2.8M -5% Sep 2023
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Janney Montgomery Scott 39k $2.8M -20% Sep 2023
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Royce & Associates 39k $2.8M 0% Sep 2023
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Centaurus Financial 38k $2.8M 0% Sep 2023
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Stratos Wealth Advisors 38k $2.7M 4% Sep 2023
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Prestige Wealth Management Group 36k $2.6M 0% Sep 2023
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Financial Network Investment Corporation 35k $2.5M 34% Sep 2023
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Raymond James & Associates 35k $2.5M -14% Sep 2023
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Gladstone Institutional Advisory 35k $2.5M 6% Sep 2023
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Pathstone Family Office 34k $2.5M 100% Sep 2023
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EWG Elevate 34k $2.4M 1% Sep 2023
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Ameritas Advisory Services 32k $2.3M 173% Sep 2023
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Good Life Advisors 32k $2.3M -1% Sep 2023
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Lauer Wealth 32k $2.3M 2% Sep 2023
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Krasney Financial 32k $2.3M -4% Sep 2023
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Blue Barn Wealth 32k $2.3M 7% Sep 2023
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Thrivent Financial for Lutherans 32k $2.3M -2% Sep 2023
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Bailard 30k $2.2M 0% Sep 2023
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Kingsview Wealth Management 30k $2.2M -16% Sep 2023
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Farther Finance Advisors 30k $2.1M -31% Sep 2023
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Mutual Advisors 29k $2.1M -11% Sep 2023
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Miracle Mile Advisors 27k $1.9M -31% Sep 2023
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IFP Advisors 14k $989k -57% Sep 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of SPDR DJ Wilshire Small Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
PRW Wealth Management Jun 2023 109k $13M
Calton & Associates Jun 2023 36k $2.8M
Veritable Jun 2023 34k $2.6M