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 |