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
Wealth Enhancement Advisory Services 1.4M $112M 1% Dec 2022
Financial Engines Advisors L.L.C 1.4M $91M -1% Sep 2022
Financial Counselors 847k $57M 2% Sep 2022
Creative Planning 801k $54M -3% Sep 2022
Goelzer Investment Management 775k $58M 6% Dec 2022
Financial Planning & Information Services 603k $41M 4% Sep 2022
Benjamin F. Edwards & Company 590k $40M -2% Sep 2022
Massmutual Trust 550k $41M 1% Dec 2022
First National Trust Company 471k $35M 14% Dec 2022
ARGI Investment Services 449k $33M 5% Dec 2022
NorthRock Partners 448k $33M -19% Dec 2022

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Envestnet Asset Management 339k $23M -21% Sep 2022
Evensky & Katz 339k $25M -1% Dec 2022
American Financial Advisors 335k $25M -1% Dec 2022
Krilogy Financial 289k $19M 3% Sep 2022
Compass Ion Advisors 278k $21M -7% Dec 2022
ERTS Wealth Advisors 277k $21M 2% Dec 2022
Trilogy Capital 268k $18M 6% Sep 2022
Klingman & Associates 261k $19M 2% Dec 2022
Briggs Advisory Group 249k $17M -4% Sep 2022
HighTower Advisors 247k $17M 38% Sep 2022
UBS Group 238k $16M -26% Sep 2022
Financial Advisory Service 237k $18M -18% Dec 2022
Honkamp Krueger Financial Services 232k $16M -4% Sep 2022
Rodgers & Associates 224k $17M 2% Dec 2022
Nelson, Van Denburg & Campbell Wealth Management 223k $15M 13% Sep 2022
Confluence Investment Management 222k $17M -24% Dec 2022
Ford Financial Group 203k $14M 100% Sep 2022
BerganKDV Wealth Management 180k $13M 6% Dec 2022
Lutz Financial Services 178k $12M -2% Sep 2022
Asset Dedication 177k $12M -6% Sep 2022
Branch Banking & Trust Company 173k $12M -1% Sep 2022
Aire Advisors 171k $12M 9% Sep 2022
Mariner Wealth Advisors 158k $11M 100% Sep 2022
Sage Financial 145k $11M 2% Dec 2022
Private Advisor 145k $9.7M 6% Sep 2022
Redwood Investment Management 144k $9.7M 100% Sep 2022
GHP Investment Advisors 142k $9.5M 2% Sep 2022
Opus Capital Group 140k $10M 8% Dec 2022
PRW Wealth Management 139k $17M 100% Dec 2022
Tiaa 126k $9.3M 12% Dec 2022
Seaside Wealth Management 122k $9.4M 20% Sep 2022
Financial Strategies Group 120k $8.1M -6% Sep 2022
Capasso Planning Partners 115k $8.6M 6% Dec 2022
Triangle Securities Wealth Management 110k $8.1M -2% Dec 2022
Morton Brown Family Wealth 108k $8.0M -4% Dec 2022
Red Door Wealth Management 107k $7.9M 4% Dec 2022
Northwest Wealth Management 104k $7.0M -4% Sep 2022
McAdam 99k $8.4M 0% Dec 2022
Mather Group 98k $6.6M 3% Sep 2022
Raymond James Financial Services Advisors 96k $6.4M -13% Sep 2022
Key FInancial 95k $6.3M 0% Dec 2022
Resonant Capital Advisors 94k $7.0M -21% Dec 2022
Signature Estate and Investment Advisors 91k $6.7M 5% Dec 2022
Northern Capital Management 89k $6.0M 1% Sep 2022
Ledge Wealth Management 86k $6.4M 8% Dec 2022
Denver Wealth Management 85k $6.3M 7% Dec 2022
Cambridge Investment Research Advisors 85k $5.7M -18% Sep 2022
Krasney Financial 84k $5.6M 100% Sep 2022
Keystone Financial Group 83k $5.6M 149% Sep 2022
LPWM 79k $6.2M 4% Dec 2022
Salomon & Ludwin 78k $5.3M 0% Sep 2022
Baird Financial 77k $5.2M 3% Sep 2022
Raymond James & Associates 72k $4.8M -54% Sep 2022
CarsonAllaria Wealth Management 71k $4.8M 5% Sep 2022
Burney Co/ 70k $4.7M -5% Sep 2022
Financial Guidance Group 69k $5.1M 1% Dec 2022
Clarus Wealth Advisors 69k $5.3M -4% Dec 2022
Concord Wealth Partners 65k $4.9M 47% Dec 2022
Comprehensive Portfolio Management 64k $4.3M -6% Sep 2022
Windsor Group 64k $4.9M 32% Dec 2022
Strategic Financial 64k $4.7M -9% Dec 2022
Waller Financial Planning Group 63k $4.7M -7% Dec 2022
Kades & Cheifetz 62k $4.6M 100% Dec 2022
Geneos Wealth Management 60k $4.5M 56% Dec 2022
Provident Wealth Management 59k $4.0M 7% Sep 2022
Emerald Investment Partners 58k $3.9M 2% Sep 2022
Pinnacle Financial Partners 57k $4.2M 60% Dec 2022
Melone Private Wealth 57k $4.0M 4% Sep 2022
Modera Wealth Management 57k $3.8M 0% Sep 2022
Palisades Hudson Asset Management 55k $3.7M 0% Sep 2022
Collective Family Office 54k $4.0M -5% Dec 2022
Captrust Financial Advisors 53k $3.6M -3% Sep 2022
Total Wealth Planning 53k $3.9M 14% Dec 2022
Annapolis Financial Services 50k $3.7M 0% Dec 2022
Larson Financial Group 49k $3.7M -41% Dec 2022
Diversified 49k $3.3M -30% Sep 2022
Miracle Mile Advisors 49k $3.3M 2% Sep 2022
Centaurus Financial 47k $3.1M 7% Sep 2022
Us Bancorp 47k $3.1M 0% Sep 2022
Massey, Quick & Co 46k $3.4M 0% Dec 2022
Savant Capital Management 46k $3.1M -1% Sep 2022
Hamilton Capital Management 45k $3.0M -95% Sep 2022
Buckingham Asset Management 44k $3.0M -6% Sep 2022
Marietta Wealth Management 44k $3.2M 7% Dec 2022
Brightworth 43k $2.9M 100% Sep 2022
IFP Advisors 41k $5.5M 3% Sep 2022
Marotta Asset Management 41k $3.0M -3% Dec 2022
Tortoise Investment Management 40k $3.0M -2% Dec 2022
Visionary Wealth Advisors 40k $2.7M -6% Sep 2022
TAGStone Capital 39k $2.6M 4% Sep 2022
Mutual Advisors 39k $2.9M -4% Dec 2022
SRS Capital Advisors 37k $2.5M 10% Sep 2022
JNBA Financial Advisors 36k $2.4M 0% Sep 2022
Janney Montgomery Scott 36k $2.7M -2% Dec 2022
Kingsview Wealth Management 36k $2.4M -27% Sep 2022
Royal Bank of Canada 36k $2.4M 100% Sep 2022
Altfest L J & Co 36k $2.7M 109% Dec 2022
Prestige Wealth Management Group 36k $2.4M 1% Sep 2022
Moisand Fitzgerald Tamayo 36k $2.7M -27% Dec 2022
Stratos Wealth Advisors 34k $2.3M 33% Sep 2022
Gladstone Institutional Advisory 34k $2.5M -1% Dec 2022
M^T Bank Corporation 33k $2.2M -14% Sep 2022
Facet Wealth 33k $2.5M -3% Sep 2022
EWG Elevate 32k $2.4M 5% Dec 2022
Strategic Wealth Advisors 32k $2.1M 100% Sep 2022
Diligent Investors 31k $2.3M -1% Dec 2022
Blue Barn Wealth 28k $1.9M 4% Sep 2022
Integrys Wealth Advisors 27k $1.8M -12% Sep 2022
Calton & Associates 27k $1.8M 2% Sep 2022
Barden Capital Management 27k $2.0M 5% Dec 2022
Eqis Capital Management 27k $1.8M -2% Sep 2022
Bailard 26k $1.9M 12% Dec 2022
Navalign 26k $1.7M -9% Sep 2022
Benjamin Edwards 24k $1.6M 12% Sep 2022
Connecticut Wealth Management 24k $1.8M 0% Dec 2022
Indie Asset Partners 24k $1.8M -11% Dec 2022
Meredith Wealth Planning 23k $1.7M 100% Dec 2022
Chicago Partners Investment 22k $1.7M -7% Sep 2022
Ameritas Advisory Services 22k $1.5M 6% Sep 2022
Eclectic Associates 22k $1.6M 0% Dec 2022
Acorn Financial Advisory Services 22k $1.6M -3% Dec 2022
Flagship Harbor Advisors 22k $1.6M 149% Dec 2022
Oakwell Private Wealth Management 22k $1.6M 23% Dec 2022
Prime Capital Investment Advisors 21k $1.4M 0% Sep 2022
Spire Wealth Management 20k $1.5M 5991% Dec 2022
Foresight Wealth Management 20k $1.4M -3% Sep 2022
American Investment Services 20k $1.3M 0% Sep 2022
United Capital Financial Advisers 20k $1.3M -7% Sep 2022
Kestra Advisory Services 20k $1.5M 47% Dec 2022
Segall Bryant & Hamill 20k $1.3M 100% Sep 2022
H&H Retirement Design & Management 20k $1.6M 1% Dec 2022
Lodestar Private Asset Management 20k $1.4M 100% Dec 2022
Laraway Financial 19k $1.3M 0% Sep 2022
Hanson McClain Advisors 17k $1.3M 23% Dec 2022
Merriman Wealth Management 17k $1.2M -76% Sep 2022
Meritage Portfolio Management 17k $1.3M 4% Dec 2022
Taylor & Morgan Wealth Management 17k $1.3M -1% Dec 2022
Liberty Capital Management 17k $1.3M 0% Dec 2022
Lincoln National 17k $1.1M 14% Sep 2022
Wambolt & Associates 16k $1.2M -1% Dec 2022
LTG Capital 16k $1.2M 0% Dec 2022
Western Wealth Management 13k $980k -49% Dec 2022
Consilio Wealth Advisors 8.1k $599k -63% Dec 2022
Stratos Wealth Partners 3.3k $222k -92% Sep 2022
MADDEN SECURITIES Corp 580.00 $43k -96% Dec 2022

Who sold out of SPDR DJ Wilshire Small Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Great Valley Advisor Group Sep 2022 85k $5.7M
Fragasso Sep 2022 50k $3.3M
Jane Street Jun 2022 39k $2.8M
Parcion Private Wealth Jun 2022 31k $2.3M