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
Bank of America Corporation 2.6M $222M 3% Jun 2021
Financial Engines Advisors L.L.C 1.5M $126M 22% Jun 2021
LPL Financial 1.3M $112M 0% Jun 2021
Wealth Enhancement Advisory Services 1.1M $93M 3% Jun 2021
Stifel Financial 962k $83M 9% Jun 2021
Hamilton Capital Management 810k $69M 3% Jun 2021
Resource Management 730k $63M 6% Jun 2021
NorthRock Partners 707k $61M -2% Jun 2021
Goelzer Investment Management 651k $56M 2% Jun 2021
Ameriprise Financial 640k $55M 56% Jun 2021
Morningstar Investment Services 609k $52M 638% Jun 2021

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Financial Counselors 537k $46M 6% Jun 2021
Benjamin F. Edwards & Company 512k $44M 7% Jun 2021
Financial Planning & Information Services 474k $41M -6% Jun 2021
Commonwealth Equity Services 375k $32M 3% Jun 2021
Evensky & Katz 374k $32M -6% Jun 2021
Redwood Investment Management 357k $31M 53% Jun 2021
Palladium Partners,LLC dba Palladium Registered Investment Advisors 310k $27M 0% Jun 2021
Krilogy Financial 307k $26M 3% Jun 2021
Envestnet Asset Management 298k $26M 23% Jun 2021
Massmutual Trust 295k $25M 9% Jun 2021
UBS Group 286k $25M -3% Jun 2021
Confluence Investment Management 273k $23M 8% Jun 2021
Advisor Group Holdings 265k $23M -5% Jun 2021
Financial Advisory Service 255k $22M 3% Jun 2021
Wells Fargo & Company 249k $21M 60% Jun 2021
Klingman & Associates 239k $20M -1% Jun 2021
Asset Dedication 238k $20M 17% Jun 2021
Equitable Holdings 234k $20M 5% Jun 2021
Morgan Stanley 233k $20M 100% Jun 2021
Townsquare Capital 220k $18M 11% Jun 2021
Financial Advisory 210k $18M -1% Jun 2021
CIBC World Markets 199k $17M 2% Jun 2021
Rodgers & Associates 187k $16M -6% Jun 2021
Brandywine Oak Private Wealth 185k $16M 10% Jun 2021
Mariner Wealth Advisors 180k $15M 10% Jun 2021
KWB Wealth 177k $15M -1% Jun 2021
ERTS Wealth Advisors 177k $15M -31% Jun 2021
Lutz Financial Services 169k $15M 2% Jun 2021
IHT Wealth Management 165k $14M 0% Jun 2021
Amerivest Investment Management 159k $14M -19% Jun 2021
BerganKDV Wealth Management 156k $13M 2% Jun 2021
Nelson, Van Denburg & Campbell Wealth Management 140k $12M -2% Jun 2021
Branch Banking & Trust Company 134k $12M 21% Jun 2021
Sage Financial 132k $11M -12% Jun 2021
GHP Investment Advisors 131k $11M 0% Jun 2021
First National Trust Company 123k $11M 9% Jun 2021
Cambridge Investment Research Advisors 121k $10M 40% Jun 2021
Opus Capital Group 119k $10M -4% Jun 2021
Northwest Wealth Management 118k $10M 2% Jun 2021
Mml Investors Services 118k $10M 16% Jun 2021
Managed Account Services 118k $10M -4% Jun 2021
Retirement Group 117k $10M 3% Jun 2021
Triangle Securities Wealth Management 117k $10M -6% Jun 2021
Rockbridge Investment Management, LCC 109k $9.3M 4% Jun 2021
McAdam 106k $8.7M -3% Jun 2021
ARGI Investment Services 102k $8.7M -18% Jun 2021
Financial Strategies Group 100k $8.6M 7% Jun 2021
Betterment 99k $8.5M -22% Jun 2021
Tradition Wealth Management 97k $8.3M 2% Jun 2021
Larson Financial Group 94k $8.1M 2% Jun 2021
Private Advisor 93k $8.0M 6% Jun 2021
N.E.W. Advisory Services 93k $8.0M -15% Jun 2021
Signify Wealth 92k $7.9M 100% Jun 2021
Raymond James Financial Services Advisors 92k $7.9M -8% Jun 2021
American Financial Advisors 91k $7.8M 1021% Jun 2021
Burney Co/ 89k $7.6M 0% Jun 2021
HighTower Advisors 87k $7.5M 9% Jun 2021
Key FInancial 87k $7.1M 14% Jun 2021
Reston Wealth Management 85k $7.3M 100% Jun 2021
Krasney Financial 84k $7.2M -1% Jun 2021
Northern Capital Management 84k $7.2M 42% Jun 2021
Windsor Group 83k $7.1M 108% Jun 2021
Moisand Fitzgerald Tamayo 83k $7.1M -2% Jun 2021
Mather Group 82k $7.0M -5% Jun 2021
Perritt Capital Management 82k $7.0M -4% Jun 2021
Salomon & Ludwin 81k $6.9M 0% Jun 2021
Strategic Financial 78k $6.7M -2% Jun 2021
Comprehensive Portfolio Management 78k $6.7M 0% Jun 2021
Tiaa 76k $6.5M 38% Jun 2021
People's United Financial 76k $6.5M -30% Jun 2021
Signature Estate and Investment Advisors 74k $6.3M 5% Jun 2021
Clear Creek Financial Management 70k $6.0M 100% Jun 2021
Probity Advisors 69k $5.9M -2% Jun 2021
Nwam 66k $5.7M -1% Jun 2021
Waller Financial Planning Group 66k $5.6M 0% Jun 2021
Ohe Financial 59k $5.1M -5% Jun 2021
Palisades Hudson Asset Management 59k $5.0M 0% Jun 2021
Modera Wealth Management 58k $4.9M -1% Jun 2021
Janney Montgomery Scott 56k $4.8M 0% Jun 2021
JNBA Financial Advisors 56k $4.8M 9% Jun 2021
Resonant Capital Advisors 55k $4.7M 4% Jun 2021
Kingsview Wealth Management 53k $4.6M 5% Jun 2021
Baird Financial 52k $4.5M -8% Jun 2021
Miracle Mile Advisors 51k $4.4M -6% Jun 2021
Annapolis Financial Services 50k $4.3M 0% Jun 2021
Bank Of Montreal 50k $4.3M 16% Jun 2021
Savant Capital Management 49k $4.2M -4% Jun 2021
Ferris Capital 48k $4.1M 100% Jun 2021
Total Wealth Planning 48k $4.1M -11% Jun 2021
Clarus Wealth Advisors 47k $3.9M -19% Jun 2021
Harborview Advisors 45k $3.9M 7% Jun 2021
Moneta Group Investment Advisors 45k $3.8M -4% Jun 2021
Buckingham Asset Management 44k $3.8M 2% Jun 2021
Goldman Sachs Group 43k $3.6M 39% Mar 2021
Collective Family Office 42k $3.6M 5% Jun 2021
Wellspring Financial Advisors 42k $3.6M 300% Jun 2021
Raymond James & Associates 41k $3.5M 1% Jun 2021
Indie Asset Partners 40k $3.4M -5% Jun 2021
Pinnacle Financial Partners 39k $3.3M -3% Jun 2021
Spire Wealth Management 38k $3.2M 3% Jun 2021
Gladstone Institutional Advisory 37k $3.2M -14% Jun 2021
Marotta Asset Management 37k $3.2M 4% Jun 2021
Prestige Wealth Management Group 36k $3.1M -3% Jun 2021
Fragasso 35k $3.0M 13% Jun 2021
Facet Wealth 35k $3.0M -5% Jun 2021
First Heartland Consultants 34k $2.9M 100% Jun 2021
Mutual Advisors 34k $2.9M 37% Jun 2021
SRS Capital Advisors 34k $2.9M -3% Jun 2021
Navalign 33k $2.9M -25% Jun 2021
Garrett Investment Advisors 33k $2.8M 7% Jun 2021
Good Life Advisors 33k $2.8M 100% Jun 2021
Prime Capital Investment Advisors 33k $2.8M 1% Jun 2021
Measured Wealth Private Client Group 33k $2.8M 54% Jun 2021
HBK Sorce Advisory 33k $2.8M -4% Jun 2021
Cetera Investment Advisers 33k $2.8M 6% Jun 2021
Royal Bank of Canada 32k $2.8M -14% Jun 2021
Eqis Capital Management 32k $2.8M -6% Jun 2021
Concord Wealth Partners 32k $2.7M 24% Jun 2021
Eaton Vance Management 31k $2.6M 0% Jun 2021
Tortoise Investment Management 31k $2.6M 7% Jun 2021
ERn Financial 31k $2.6M -19% Jun 2021
CornerCap Investment Counsel 30k $2.6M 8% Jun 2021
Citigroup 29k $2.4M 12604% Mar 2021
Stratos Wealth Advisors 29k $2.5M 0% Jun 2021
Laidlaw Wealth Management 29k $2.5M 8% Jun 2021
Wealth Enhancement & Preservation of GA 28k $2.4M 100% Jun 2021
Citadel Advisors 27k $2.3M -34% Jun 2021
Connecticut Wealth Management 27k $2.3M 100% Jun 2021
Hrt Financial 26k $2.2M 230% Jun 2021
Segall Bryant & Hamill 26k $2.2M -4% Jun 2021
Susquehanna International 26k $2.2M -33% Jun 2021
United Capital Financial Advisers 25k $2.2M -9% Jun 2021
IFP Advisors 25k $2.2M 28% Jun 2021
Visionary Wealth Advisors 25k $2.1M 11% Jun 2021
Veritable 24k $2.1M 0% Jun 2021
Marietta Wealth Management 23k $2.0M 6% Jun 2021
Acorn Financial Advisory Services 23k $2.0M -1% Jun 2021
Calton & Associates 23k $2.0M 14% Jun 2021
Eclectic Associates 23k $1.9M -1% Jun 2021
Market Street Wealth Management Advisors 23k $1.9M -18% Jun 2021
EWG Elevate 22k $1.9M -9% Jun 2021
Creative Planning 20k $1.7M -28% Jun 2021
Geneos Wealth Management 15k $1.3M -87% Jun 2021
Advisory Services Network 12k $1.0M -71% Jun 2021
LPWM 8.8k $740k -87% Jun 2021
Tradewinds Capital Management 3.7k $313k -99% Jun 2021
Jane Street 2.6k $219k -89% Jun 2021

Who sold out of SPDR DJ Wilshire Small Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Franklin Resources Mar 2021 1.5M $122M
PRW Wealth Management Mar 2021 97k $8.0M
Old Mission Capital Mar 2021 54k $4.4M
Synergy Financial Management Mar 2021 29k $2.4M