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
LPL Financial 1.4M $120M 100% Mar 2022
Financial Engines Advisors L.L.C 1.4M $99M -3% Jun 2022
Wealth Enhancement Advisory Services 1.3M $94M 6% Jun 2022
Stifel Financial 1.0M $86M 4% Mar 2022
Hamilton Capital Management 961k $80M 12% Mar 2022
Financial Counselors 740k $62M 32% Mar 2022
Goelzer Investment Management 721k $60M 3% Mar 2022
Morningstar Investment Services 634k $54M 1% Mar 2022
Ameriprise Financial 617k $51M -4% Mar 2022
N.E.W. Advisory Services 593k $49M 584% Mar 2022
Benjamin F. Edwards & Company 584k $49M 5% Mar 2022

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Financial Planning & Information Services 582k $42M 8% Jun 2022
NorthRock Partners 576k $42M 1% Jun 2022
Massmutual Trust 525k $38M 6% Jun 2022
Envestnet Asset Management 443k $37M 23% Mar 2022
Palladium Partners,LLC dba Palladium Registered Investment Advisors 429k $36M 4% Mar 2022
Commonwealth Equity Services 402k $29M 6% Jun 2022
ARGI Investment Services 371k $27M 254% Jun 2022
Evensky & Katz 347k $25M -2% Jun 2022
Equitable Holdings 335k $28M 10% Mar 2022
American Financial Advisors 334k $28M 1% Mar 2022
UBS Group 313k $26M 23% Mar 2022
Confluence Investment Management 311k $23M -2% Jun 2022
IHT Wealth Management 293k $24M 1582% Mar 2022
Krilogy Financial 280k $20M 1% Jun 2022
Redwood Investment Management 279k $23M 1217% Mar 2022
ERTS Wealth Advisors 261k $19M 4% Jun 2022
Financial Advisory Service 259k $22M 11% Mar 2022
Briggs Advisory Group 259k $19M -6% Jun 2022
Trilogy Capital 252k $18M 100% Jun 2022
Klingman & Associates 252k $18M 1% Jun 2022
Morgan Stanley 249k $20M 100% Mar 2022
Townsquare Capital 249k $18M 5% Jun 2022
Advisor Group Holdings 242k $20M 138% Mar 2022
Honkamp Krueger Financial Services 241k $17M 101% Jun 2022
Financial Advisory 211k $18M 2% Mar 2022
Rodgers & Associates 202k $15M 6% Jun 2022
Wells Fargo & Company 193k $16M -11% Mar 2022
Brandywine Oak Private Wealth 191k $14M 0% Jun 2022
Asset Dedication 189k $14M -3% Jun 2022
Lutz Financial Services 182k $13M 2% Jun 2022
Nelson, Van Denburg & Campbell Wealth Management 181k $15M 9% Mar 2022
KWB Wealth 178k $15M 0% Mar 2022
Branch Banking & Trust Company 175k $13M 4% Jun 2022
BerganKDV Wealth Management 166k $12M 5% Jun 2022
Retirement Group 158k $12M 5% Jun 2022
Mariner Wealth Advisors 157k $13M -20% Mar 2022
Aire Advisors 156k $11M 21% Jun 2022
First National Trust Company 155k $13M 6% Mar 2022
Tradition Wealth Management 152k $13M 11% Mar 2022
Raymond James & Associates 151k $13M 147% Mar 2022
Amerivest Investment Management 149k $12M 1% Mar 2022
Sage Financial 142k $10M -1% Jun 2022
Opus Capital Group 139k $10M 5% Jun 2022
Private Advisor 137k $9.9M 9% Jun 2022
GHP Investment Advisors 135k $11M 3% Mar 2022
Tiaa 130k $11M 38% Mar 2022
Financial Strategies Group 129k $9.3M 5% Jun 2022
Mml Investors Services 123k $10M -1% Mar 2022
Triangle Securities Wealth Management 113k $8.2M -1% Jun 2022
Morton Brown Family Wealth 113k $8.2M 5% Jun 2022
Capasso Planning Partners 111k $8.0M 3% Jun 2022
HighTower Advisors 111k $9.2M 19% Mar 2022
Northwest Wealth Management 109k $7.9M -8% Jun 2022
Raymond James Financial Services Advisors 109k $9.0M 5% Mar 2022
Cambridge Investment Research Advisors 103k $7.5M 2% Jun 2022
McAdam 102k $7.4M 4% Jun 2022
Key FInancial 99k $7.3M 1% Jun 2022
Northern Capital Management 92k $7.6M 1% Mar 2022
Reston Wealth Management 92k $6.6M -8% Jun 2022
Perritt Capital Management 91k $7.6M 2% Mar 2022
Goldman Sachs Group 90k $7.5M -6% Mar 2022
Larson Financial Group 87k $6.3M -5% Jun 2022
Red Door Wealth Management 85k $6.2M 22% Jun 2022
Ledge Wealth Management 83k $6.0M 10% Jun 2022
Betterment 83k $6.9M 4% Mar 2022
Krasney Financial 82k $6.8M -1% Mar 2022
Signature Estate and Investment Advisors 81k $5.9M 3% Jun 2022
Salomon & Ludwin 81k $6.7M 2% Mar 2022
Strategic Financial 80k $5.8M -2% Jun 2022
Burney Co/ 80k $6.6M -9% Mar 2022
Resonant Capital Advisors 78k $5.6M 0% Jun 2022
Baird Financial 75k $5.4M 12% Jun 2022
Mather Group 74k $6.2M -3% Mar 2022
Carter Financial Group 73k $6.1M 100% Mar 2022
Merriman Wealth Management 72k $5.2M 100% Jun 2022
Janney Montgomery Scott 72k $6.0M 49% Mar 2022
Probity Advisors 71k $5.9M -2% Mar 2022
Clarus Wealth Advisors 70k $5.0M 3% Jun 2022
Nwam 69k $5.8M 8% Mar 2022
Diversified 69k $5.0M 16% Jun 2022
Clark Capital Management Group 68k $5.7M 12% Mar 2022
Comprehensive Portfolio Management 68k $4.9M -6% Jun 2022
Waller Financial Planning Group 66k $4.8M 0% Jun 2022
CarsonAllaria Wealth Management 66k $5.5M 5% Mar 2022
Financial Guidance Group 65k $4.7M -1% Jun 2022
Ohe Financial 60k $4.4M 7% Jun 2022
Captrust Financial Advisors 59k $4.9M 393% Mar 2022
Palisades Hudson Asset Management 58k $4.8M 0% Mar 2022
Emerald Investment Partners 57k $4.1M 6% Jun 2022
Modera Wealth Management 57k $4.1M 0% Jun 2022
Provident Wealth Management 55k $4.0M 8% Jun 2022
Melone Private Wealth 55k $4.0M 2% Jun 2022
Collective Family Office 54k $3.9M -21% Jun 2022
Greenup Street Wealth Management 54k $3.9M 100% Jun 2022
Moneta Group Investment Advisors 51k $4.2M 9% Mar 2022
Annapolis Financial Services 50k $3.6M 0% Jun 2022
Creative Planning 49k $4.1M 227% Mar 2022
Jane Street 49k $4.1M 100% Mar 2022
Windsor Group 49k $3.5M 5% Jun 2022
Susquehanna International 49k $4.1M -36% Mar 2022
Miracle Mile Advisors 47k $3.4M 2% Jun 2022
Massey, Quick & Co 47k $3.6M 100% Jun 2022
Savant Capital Management 46k $3.3M 0% Jun 2022
Cetera Investment Advisers 46k $3.3M 1% Jun 2022
Fragasso 45k $3.8M 7% Mar 2022
Marotta Asset Management 45k $3.3M 3% Jun 2022
Total Wealth Planning 45k $3.7M -16% Mar 2022
Us Bancorp 44k $3.7M 1389% Mar 2022
Spire Wealth Management 44k $3.2M 4% Jun 2022
Moisand Fitzgerald Tamayo 44k $3.6M -39% Mar 2022
Buckingham Asset Management 44k $3.6M -1% Mar 2022
Gladstone Institutional Advisory 43k $3.5M 0% Mar 2022
Eaton Vance Management 42k $3.5M 35% Mar 2022
People's United Financial 40k $3.3M -18% Mar 2022
Visionary Wealth Advisors 40k $3.3M -45% Mar 2022
Stratos Wealth Partners 39k $2.8M 100% Jun 2022
M^T Bank Corporation 39k $3.0k 100% Jun 2022
Geneos Wealth Management 39k $2.8M 33% Jun 2022
Tower Research Capital 37k $3.1M -34% Mar 2022
TAGStone Capital 36k $3.0M -1% Mar 2022
JNBA Financial Advisors 36k $2.6M 0% Jun 2022
Mutual Advisors 36k $3.0M -3% Mar 2022
Pinnacle Financial Partners 36k $2.6M -1% Jun 2022
Marietta Wealth Management 36k $3.0M 11% Mar 2022
Tortoise Investment Management 35k $2.9M 7% Mar 2022
Prestige Wealth Management Group 34k $2.9M 4% Mar 2022
Facet Wealth 34k $2.5M -2% Jun 2022
Concord Wealth Partners 34k $2.5M -4% Jun 2022
Keystone Financial Group 33k $2.4M 12% Jun 2022
Thrivent Financial for Lutherans 33k $2.8M 198% Mar 2022
SRS Capital Advisors 33k $2.7M 0% Mar 2022
Pacific Sun Financial Corp 33k $2.4M -1% Jun 2022
IFP Advisors 32k $4.3M 7% Mar 2022
Diligent Investors 31k $2.2M 1% Jun 2022
Integrys Wealth Advisors 31k $2.2M 78% Jun 2022
HBK Sorce Advisory 31k $2.6M -6% Mar 2022
EWG Elevate 31k $2.2M -31% Jun 2022
Advisory Services Network 30k $2.5M -31% Mar 2022
Indie Asset Partners 30k $2.5M -14% Mar 2022
ERn Financial 30k $2.5M -3% Mar 2022
H&H Retirement Design & Management 29k $2.3M 0% Mar 2022
Laidlaw Wealth Management 29k $2.4M -3% Mar 2022
Navalign 28k $2.0M -1% Jun 2022
Eqis Capital Management 27k $2.0M -9% Jun 2022
Great Valley Advisor Group 27k $1.9M 7% Jun 2022
Blue Barn Wealth 27k $1.9M 5% Jun 2022
Calton & Associates 26k $1.9M 5% Jun 2022
Veritable 26k $2.2M 8% Mar 2022
Stratos Wealth Advisors 26k $1.9M 4% Jun 2022
Barden Capital Management 25k $2.1M 7% Mar 2022
Connecticut Wealth Management 24k $1.8M 0% Jun 2022
Chicago Partners Investment 24k $1.9M 0% Jun 2022
CornerCap Investment Counsel 24k $2.0M 100% Mar 2022
Wellspring Financial Advisors 24k $2.0M -31% Mar 2022
55i 21k $1.7M -19% Mar 2022
Financial Futures Ltd Liability 20k $1.5M -63% Jun 2022
GoalVest Advisory 192.00 $14k -99% Jun 2022

Who sold out of SPDR DJ Wilshire Small Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 3.7M $311M
Citadel Advisors Dec 2021 54k $4.6M
PRW Wealth Management Mar 2022 52k $4.4M
Clear Creek Financial Management Mar 2022 49k $4.1M
Oppenheimer & Co Mar 2022 48k $4.0M
V Wealth Management Mar 2022 28k $2.3M