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 | 1.7M | $128M | 10% | Mar 2023 |
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| Bank of America Corporation | 1.6M | $121M | 6% | Mar 2023 |
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| Financial Engines Advisors L.L.C | 1.3M | $100M | -2% | Mar 2023 |
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| Ameriprise Financial | 935k | $71M | -5% | Mar 2023 |
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| Financial Counselors | 896k | $68M | 4% | Mar 2023 |
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| Creative Planning | 847k | $63M | 6% | Dec 2022 |
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| Goelzer Investment Management | 784k | $60M | 1% | Mar 2023 |
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| Morningstar Investment Services | 606k | $46M | -1% | Dec 2022 |
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| KWB Wealth | 603k | $45M | 1% | Mar 2023 |
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| Massmutual Trust | 595k | $45M | 8% | Mar 2023 |
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| Stifel Financial | 594k | $44M | -31% | Dec 2022 |
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| Financial Planning & Information Services | 590k | $45M | -3% | Mar 2023 |
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| Wealth Enhancement Advisory Services | 545k | $42M | -61% | Mar 2023 |
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| HPM Partners | 497k | $36M | 5% | Mar 2023 |
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| First National Trust Company | 486k | $37M | 3% | Mar 2023 |
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| Commonwealth Equity Services | 456k | $35M | 2% | Mar 2023 |
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| NorthRock Partners | 454k | $35M | 1% | Mar 2023 |
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| ARGI Investment Services | 449k | $33M | 5% | Dec 2022 |
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| Envestnet Asset Management | 407k | $31M | 10% | Mar 2023 |
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| Advisor Group Holdings | 370k | $28M | 4% | Mar 2023 |
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| Equitable Holdings | 368k | $28M | 3% | Mar 2023 |
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| American Financial Advisors | 330k | $25M | -1% | Mar 2023 |
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| Evensky & Katz | 326k | $25M | -4% | Mar 2023 |
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| Compass Ion Advisors | 316k | $24M | 13% | Mar 2023 |
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| Honkamp Krueger Financial Services | 312k | $24M | 16% | Mar 2023 |
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| Morgan Stanley | 297k | $22M | 100% | Dec 2022 |
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| Townsquare Capital | 288k | $22M | 4% | Mar 2023 |
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| Mariner Wealth Advisors | 273k | $20M | 73% | Dec 2022 |
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| Trilogy Capital | 265k | $20M | 1% | Mar 2023 |
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| Branch Banking & Trust Company | 261k | $20M | 54% | Mar 2023 |
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| Klingman & Associates | 258k | $20M | -1% | Mar 2023 |
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| New Hampshire Trust | 248k | $19M | -3% | Mar 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 242k | $18M | 5% | Mar 2023 |
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| Briggs Advisory Group | 241k | $18M | -1% | Mar 2023 |
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| Rodgers & Associates | 228k | $17M | 2% | Mar 2023 |
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| Brandywine Oak Private Wealth | 227k | $17M | 7% | Mar 2023 |
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| Wells Fargo & Company | 226k | $17M | -28% | Dec 2022 |
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| UBS Group | 220k | $17M | -4% | Mar 2023 |
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| ERTS Wealth Advisors | 210k | $16M | -24% | Mar 2023 |
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| Financial Advisory Service | 208k | $16M | -12% | Mar 2023 |
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| Financial Advisory | 207k | $16M | -2% | Mar 2023 |
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| Private Advisor | 200k | $15M | 10% | Mar 2023 |
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| Perennial Investment Advisors | 195k | $15M | 100% | Mar 2023 |
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| WCG Wealth Advisors | 195k | $14M | 2% | Dec 2022 |
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| BerganKDV Wealth Management | 179k | $14M | -1% | Mar 2023 |
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| Lutz Financial Services | 173k | $13M | -2% | Mar 2023 |
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| Asset Dedication | 172k | $13M | -2% | Mar 2023 |
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| Tiaa | 170k | $13M | 35% | Mar 2023 |
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| Reston Wealth Management | 151k | $12M | 3% | Mar 2023 |
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| GHP Investment Advisors | 151k | $12M | 4% | Mar 2023 |
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| Sage Financial | 150k | $11M | 3% | Mar 2023 |
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| Seaside Wealth Management | 131k | $10M | 4% | Mar 2023 |
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| HighTower Advisors | 126k | $9.6M | -67% | Mar 2023 |
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| Redwood Investment Management | 126k | $9.3M | -13% | Dec 2022 |
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| Amerivest Investment Management | 123k | $9.4M | -2% | Mar 2023 |
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| Financial Strategies Group | 123k | $9.3M | 0% | Mar 2023 |
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| Morton Brown Family Wealth | 122k | $9.3M | 13% | Mar 2023 |
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| Goldman Sachs Group | 122k | $9.3M | 41% | Mar 2023 |
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| Capasso Planning Partners | 120k | $9.1M | 4% | Mar 2023 |
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| Key FInancial | 114k | $8.7M | 21% | Mar 2023 |
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| Aire Advisors | 113k | $8.5M | -44% | Mar 2023 |
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| Retirement Group | 111k | $8.2M | 26% | Dec 2022 |
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| Red Door Wealth Management | 109k | $8.3M | 3% | Mar 2023 |
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| Triangle Securities Wealth Management | 108k | $8.2M | -2% | Mar 2023 |
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| CI Private Wealth | 108k | $8.2M | 121% | Mar 2023 |
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| Betterment | 105k | $7.8M | -25% | Dec 2022 |
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| Resonant Capital Advisors | 102k | $7.8M | 9% | Mar 2023 |
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| Perritt Capital Management | 99k | $7.5M | 1% | Mar 2023 |
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| Mather Group | 98k | $7.5M | 0% | Mar 2023 |
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| Clark Capital Management Group | 96k | $7.3M | 7% | Mar 2023 |
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| N.E.W. Advisory Services | 95k | $7.2M | 0% | Mar 2023 |
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| Signature Estate and Investment Advisors | 91k | $6.9M | 0% | Mar 2023 |
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| McAdam | 90k | $6.8M | -9% | Mar 2023 |
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| Northwest Wealth Management | 89k | $6.8M | -6% | Mar 2023 |
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| BIP Wealth | 89k | $6.7M | 100% | Mar 2023 |
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| Northern Capital Management | 88k | $6.7M | 4% | Mar 2023 |
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| LPWM | 86k | $6.5M | 8% | Mar 2023 |
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| Ledge Wealth Management | 86k | $6.5M | 0% | Mar 2023 |
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| Krilogy Financial | 85k | $6.5M | -69% | Mar 2023 |
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| Concord Wealth Partners | 83k | $6.3M | 27% | Mar 2023 |
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| Raymond James Financial Services Advisors | 82k | $6.2M | -13% | Mar 2023 |
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| Melone Private Wealth | 81k | $6.0M | 27% | Mar 2023 |
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| Baird Financial | 78k | $5.8M | 1% | Dec 2022 |
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| Salomon & Ludwin | 77k | $5.8M | 0% | Mar 2023 |
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| Cambridge Investment Research Advisors | 76k | $5.8M | -8% | Mar 2023 |
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| Geneos Wealth Management | 75k | $5.7M | 24% | Mar 2023 |
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| Probity Advisors | 72k | $5.3M | 1% | Dec 2022 |
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| Diversified | 72k | $5.5M | 30% | Mar 2023 |
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| Mml Investors Services | 70k | $5.4M | -6% | Mar 2023 |
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| Denver Wealth Management | 70k | $5.3M | -18% | Mar 2023 |
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| CarsonAllaria Wealth Management | 70k | $5.3M | 1% | Mar 2023 |
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| Per Stirling Capital Management | 69k | $5.1M | 100% | Dec 2022 |
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| Financial Guidance Group | 69k | $5.3M | -1% | Mar 2023 |
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| HBK Sorce Advisory | 64k | $4.8M | 78% | Dec 2022 |
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| Comprehensive Portfolio Management | 64k | $4.9M | -1% | Mar 2023 |
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| Ohe Financial | 62k | $4.7M | -1% | Mar 2023 |
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| Kades & Cheifetz | 62k | $4.7M | 0% | Mar 2023 |
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| Strategic Financial | 61k | $4.7M | -3% | Mar 2023 |
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| Emerald Investment Partners | 57k | $4.4M | -1% | Mar 2023 |
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| Pinnacle Financial Partners | 57k | $4.3M | 0% | Mar 2023 |
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| Palisades Hudson Asset Management | 57k | $4.3M | 0% | Mar 2023 |
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| Windsor Group | 56k | $4.2M | -13% | Mar 2023 |
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| Provident Wealth Management | 55k | $4.2M | -1% | Mar 2023 |
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| Modera Wealth Management | 54k | $4.1M | 0% | Mar 2023 |
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| Financial Advocates Investment Management | 54k | $4.1M | 2% | Mar 2023 |
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| Fragasso | 53k | $4.1M | 100% | Mar 2023 |
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| Total Wealth Planning | 53k | $4.0M | 0% | Mar 2023 |
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| Moneta Group Investment Advisors | 52k | $4.0M | 859% | Mar 2023 |
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| Collective Family Office | 51k | $3.9M | -4% | Mar 2023 |
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| Captrust Financial Advisors | 51k | $3.9M | 0% | Mar 2023 |
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| Opus Capital Group | 51k | $3.9M | -63% | Mar 2023 |
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| Annapolis Financial Services | 50k | $3.8M | 0% | Mar 2023 |
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| Centaurus Financial | 50k | $3.8M | 7% | Mar 2023 |
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| Waller Financial Planning Group | 49k | $3.7M | -22% | Mar 2023 |
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| Larson Financial Group | 49k | $3.7M | -1% | Mar 2023 |
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| Janney Montgomery Scott | 48k | $3.7M | 33% | Mar 2023 |
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| Clarus Wealth Advisors | 48k | $3.6M | -30% | Mar 2023 |
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| Raymond James & Associates | 47k | $3.6M | -21% | Mar 2023 |
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| Miracle Mile Advisors | 47k | $3.6M | -5% | Mar 2023 |
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| Massey, Quick & Co | 46k | $3.4M | 0% | Dec 2022 |
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| Savant Capital Management | 45k | $3.4M | -1% | Mar 2023 |
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| Marietta Wealth Management | 45k | $3.4M | 2% | Mar 2023 |
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| Buckingham Asset Management | 45k | $3.3M | 0% | Mar 2023 |
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| Veritable | 44k | $3.4M | 5% | Mar 2023 |
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| Good Life Advisors | 41k | $3.1M | 253% | Mar 2023 |
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| Marotta Asset Management | 41k | $3.0M | -3% | Dec 2022 |
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| Flow Traders US | 40k | $3.1M | 100% | Mar 2023 |
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| Tortoise Investment Management | 40k | $3.0M | -1% | Mar 2023 |
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| TAGStone Capital | 39k | $3.0M | 2% | Mar 2023 |
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| JNBA Financial Advisors | 39k | $3.0M | 1% | Mar 2023 |
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| Royce & Associates | 39k | $3.0M | 0% | Mar 2023 |
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| Royal Bank of Canada | 38k | $3.5M | 6% | Dec 2022 |
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| Mutual Advisors | 38k | $2.9M | -2% | Mar 2023 |
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| SRS Capital Advisors | 38k | $2.9M | 0% | Mar 2023 |
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| New England Capital Financial Advisors | 37k | $2.8M | 3% | Mar 2023 |
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| Kingsview Wealth Management | 37k | $2.7M | 2% | Dec 2022 |
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| Tower Research Capital | 37k | $2.8M | 40% | Mar 2023 |
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| Calton & Associates | 36k | $2.8M | 2% | Mar 2023 |
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| Prestige Wealth Management Group | 36k | $2.7M | -1% | Mar 2023 |
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| Stratos Wealth Advisors | 36k | $2.7M | -11% | Mar 2023 |
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| Krasney Financial | 35k | $2.6M | -1% | Mar 2023 |
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| Nwam | 34k | $2.6M | -55% | Mar 2023 |
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| IFP Advisors | 34k | $4.5M | -15% | Mar 2023 |
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| Gladstone Institutional Advisory | 33k | $2.5M | -3% | Mar 2023 |
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| EWG Elevate | 32k | $2.5M | 0% | Mar 2023 |
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| Burney Co/ | 32k | $2.4M | -39% | Mar 2023 |
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| Diligent Investors | 31k | $2.4M | -1% | Mar 2023 |
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| Visionary Wealth Advisors | 30k | $2.2M | -24% | Dec 2022 |
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| Pacific Sun Financial Corp | 30k | $2.2M | -5% | Dec 2022 |
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| Hamilton Capital Management | 30k | $2.2M | -19% | Mar 2023 |
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| Integrys Wealth Advisors | 29k | $2.2M | -8% | Mar 2023 |
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| Moisand Fitzgerald Tamayo | 29k | $2.2M | -20% | Mar 2023 |
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| Citadel Advisors | 27k | $2.1M | -86% | Mar 2023 |
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| Great Valley Advisor Group | 25k | $1.9M | -76% | Mar 2023 |
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| Us Bancorp | 25k | $1.9M | -46% | Mar 2023 |
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| Ameritas Advisory Services | 25k | $1.9M | -16% | Mar 2023 |
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| Benjamin F. Edwards & Company | 20k | $1.5M | -96% | Mar 2023 |
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| Altfest L J & Co | 16k | $1.3M | -54% | Mar 2023 |
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| Keystone Financial Group | 8.5k | $633k | -90% | Dec 2022 |
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| Brown Advisory Holdings Incorporated | 6.0k | $456k | -83% | Mar 2023 |
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| Ford Financial Group | 3.9k | $299k | -98% | Mar 2023 |
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| PRW Wealth Management | 3.4k | $252k | -98% | Mar 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 |
|---|---|---|---|
| Confluence Investment Management | Dec 2022 | 222k | $17M |
| Thrivent Financial for Lutherans | Dec 2022 | 36k | $2.6M |