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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.7M | $139M | -7% | Dec 2023 |
|
| Goelzer Investment Management | 804k | $67M | 1% | Dec 2023 |
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| HPM Partners | 764k | $64M | 4% | Dec 2023 |
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| Creative Planning | 495k | $41M | -8% | Dec 2023 |
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| Commonwealth Equity Services | 456k | $38M | 1% | Dec 2023 |
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| Redwood Investment Management | 420k | $35M | 61% | Dec 2023 |
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| Townsquare Capital | 375k | $31M | 10% | Dec 2023 |
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| NorthRock Partners | 359k | $30M | -7% | Dec 2023 |
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| Wells Fargo & Company | 346k | $29M | -5% | Dec 2023 |
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| Trilogy Capital | 331k | $28M | 5% | Mar 2024 |
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| Evensky & Katz | 315k | $26M | -1% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 305k | $25M | 10% | Dec 2023 |
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| Rodgers & Associates | 289k | $24M | 6% | Dec 2023 |
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| Dean, Jacobson Financial Services | 285k | $24M | 0% | Mar 2024 |
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| American Financial Advisors | 272k | $23M | -2% | Mar 2024 |
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| Buckingham Asset Management | 266k | $22M | 501% | Dec 2023 |
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| Klingman & Associates | 261k | $22M | 4% | Dec 2023 |
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| ERTS Wealth Advisors | 241k | $20M | 2% | Mar 2024 |
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| Financial Enhancement | 231k | $18M | 4% | Mar 2024 |
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| Honkamp Krueger Financial Services | 229k | $19M | -23% | Dec 2023 |
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| Brandywine Oak Private Wealth | 227k | $19M | -4% | Dec 2023 |
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| Branch Banking & Trust Company | 223k | $19M | -3% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 221k | $18M | -4% | Mar 2024 |
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| First National Trust Company | 206k | $17M | -12% | Dec 2023 |
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| WCG Wealth Advisors | 205k | $17M | -9% | Dec 2023 |
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| KWB Wealth | 197k | $16M | -3% | Mar 2024 |
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| Financial Advisory Service | 196k | $16M | -3% | Dec 2023 |
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| UBS Group | 186k | $16M | -12% | Dec 2023 |
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| Mariner Wealth Advisors | 173k | $14M | -4% | Dec 2023 |
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| Advisor Group Holdings | 172k | $14M | -16% | Dec 2023 |
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| CI Private Wealth | 171k | $14M | 60% | Dec 2023 |
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| Lutz Financial Services | 170k | $14M | -1% | Dec 2023 |
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| GHP Investment Advisors | 164k | $14M | 1% | Mar 2024 |
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| Sage Financial | 158k | $13M | 2% | Dec 2023 |
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| Michael S. Ryan | 157k | $13M | 3% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 155k | $13M | 100% | Dec 2023 |
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| Financial Strategies Group | 154k | $13M | -2% | Mar 2024 |
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| Reston Wealth Management | 150k | $13M | 2% | Dec 2023 |
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| Capasso Planning Partners | 149k | $12M | 5% | Mar 2024 |
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| Asset Dedication | 149k | $12M | -5% | Mar 2024 |
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| Key FInancial | 138k | $12M | 3% | Dec 2023 |
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| Tiaa Trust, National Association | 127k | $11M | -11% | Dec 2023 |
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| Concord Wealth Partners | 127k | $11M | -7% | Dec 2023 |
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| HighTower Advisors | 126k | $11M | 3% | Dec 2023 |
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| Triangle Securities Wealth Management | 123k | $10M | 14% | Dec 2023 |
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| Resonant Capital Advisors | 122k | $10M | 2% | Dec 2023 |
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| Tradewinds Capital Management | 121k | $10M | 10348% | Mar 2024 |
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| Retirement Group | 116k | $9.7M | -1% | Dec 2023 |
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| Optimist Retirement Group | 116k | $9.6M | 100% | Dec 2023 |
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| Compass Ion Advisors | 115k | $9.5M | -5% | Mar 2024 |
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| Focus Financial Network | 114k | $9.5M | 100% | Dec 2023 |
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| Goldman Sachs Group | 108k | $9.0M | 76% | Dec 2023 |
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| Perritt Capital Management | 105k | $8.8M | 3% | Dec 2023 |
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| Betterment | 104k | $8.6M | -8% | Dec 2023 |
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| Signature Estate and Investment Advisors | 101k | $8.4M | 3% | Dec 2023 |
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| Charles Schwab Investment Management | 99k | $8.2M | -13% | Dec 2023 |
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| BIP Wealth | 97k | $8.1M | 2% | Dec 2023 |
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| N.E.W. Advisory Services | 97k | $8.1M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 96k | $8.0M | 5% | Mar 2024 |
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| Focus Financial Network | 94k | $7.2M | 100% | Mar 2024 |
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| Mather Group | 91k | $7.6M | 0% | Mar 2024 |
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| Baird Financial | 90k | $7.5M | 4% | Dec 2023 |
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| Northwest Wealth Management | 88k | $7.3M | 2% | Dec 2023 |
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| Geneos Wealth Management | 86k | $7.2M | 5% | Dec 2023 |
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| McAdam | 86k | $7.1M | -2% | Mar 2024 |
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| Oakmont Partners | 86k | $7.1M | 100% | Mar 2024 |
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| Diversified | 85k | $7.0M | 6% | Dec 2023 |
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| Ledge Wealth Management | 84k | $7.0M | 0% | Dec 2023 |
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| Red Door Wealth Management | 82k | $6.8M | -22% | Mar 2024 |
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| ALPS Advisors | 79k | $6.5M | 2% | Dec 2023 |
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| CarsonAllaria Wealth Management | 77k | $6.4M | 5% | Dec 2023 |
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| Aire Advisors | 77k | $6.4M | -10% | Dec 2023 |
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| Salomon & Ludwin | 76k | $5.5M | 0% | Dec 2023 |
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| Financial Counselors | 76k | $6.3M | -92% | Dec 2023 |
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| Probity Advisors | 75k | $6.3M | 1% | Dec 2023 |
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| LPWM | 75k | $5.9M | 1% | Mar 2024 |
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| Nwam | 74k | $6.2M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 72k | $6.0M | 8% | Mar 2024 |
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| Emerald Investment Partners | 65k | $5.4M | 3% | Dec 2023 |
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| Royal Bank of Canada | 64k | $5.4M | 25% | Dec 2023 |
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| Kades & Cheifetz | 64k | $5.3M | 3% | Dec 2023 |
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| Financial Guidance Group | 64k | $5.3M | -6% | Dec 2023 |
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| Citadel Advisors | 64k | $5.3M | 210% | Dec 2023 |
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| Melone Private Wealth | 62k | $5.2M | -34% | Dec 2023 |
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| New Hampshire Trust | 61k | $5.1M | -5% | Mar 2024 |
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| Strategic Financial | 60k | $5.0M | 0% | Dec 2023 |
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| Palisades Hudson Asset Management | 59k | $4.9M | 1% | Dec 2023 |
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| Comprehensive Portfolio Management | 58k | $4.8M | -1% | Mar 2024 |
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| Facet Wealth | 58k | $4.6M | -3% | Dec 2023 |
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| Fragasso | 57k | $4.7M | 1% | Mar 2024 |
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| Provident Wealth Management | 56k | $4.7M | 1% | Mar 2024 |
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| Krilogy Financial | 55k | $4.6M | -9% | Mar 2024 |
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| Pinnacle Financial Partners | 53k | $4.4M | -4% | Dec 2023 |
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| Modera Wealth Management | 53k | $4.4M | -3% | Dec 2023 |
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| Marietta Wealth Management | 52k | $4.3M | 1% | Mar 2024 |
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| Waller Financial Planning Group | 51k | $4.3M | 0% | Dec 2023 |
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| Clarus Wealth Advisors | 51k | $4.0M | 2% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 51k | $4.2M | -68% | Mar 2024 |
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| Moneta Group Investment Advisors | 50k | $4.1M | -8% | Dec 2023 |
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| Captrust Financial Advisors | 50k | $4.1M | -2% | Dec 2023 |
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| Larson Financial Group | 48k | $4.0M | 0% | Dec 2023 |
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| Annapolis Financial Services | 48k | $3.9M | 0% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 46k | $3.9M | -19% | Mar 2024 |
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| Private Advisor | 46k | $3.8M | -31% | Dec 2023 |
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| Total Wealth Planning | 44k | $3.7M | -4% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 44k | $3.6M | -5% | Mar 2024 |
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| SRS Capital Advisors | 43k | $3.6M | 7% | Dec 2023 |
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| Savant Capital Management | 42k | $3.5M | -3% | Dec 2023 |
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| JNBA Financial Advisors | 42k | $3.5M | -3% | Dec 2023 |
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| TAGStone Capital | 42k | $3.5M | 4% | Dec 2023 |
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| RFG Advisory | 40k | $3.3M | 10% | Mar 2024 |
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| Stratos Wealth Advisors | 40k | $3.3M | 4% | Mar 2024 |
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| New England Capital Financial Advisors | 40k | $3.3M | -1% | Dec 2023 |
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| Marotta Asset Management | 40k | $3.3M | 0% | Dec 2023 |
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| Janney Montgomery Scott | 39k | $3.2M | -1% | Dec 2023 |
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| Morton Brown Family Wealth | 38k | $3.1M | -69% | Mar 2024 |
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| Strategies Wealth Advisors | 38k | $3.1M | -3% | Mar 2024 |
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| Calton & Associates | 37k | $3.1M | 1% | Mar 2024 |
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| Tortoise Investment Management | 37k | $3.1M | -10% | Dec 2023 |
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| Prestige Wealth Management Group | 37k | $3.0M | 1% | Dec 2023 |
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| Collective Family Office | 36k | $3.0M | 0% | Mar 2024 |
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| Gladstone Institutional Advisory | 36k | $3.0M | 3% | Dec 2023 |
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| Blue Barn Wealth | 35k | $2.9M | 8% | Dec 2023 |
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| Pathstone Holdings | 34k | $2.8M | 100% | Dec 2023 |
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| Ameritas Advisory Services | 33k | $2.7M | 2% | Dec 2023 |
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| Chicago Partners Investment | 32k | $2.5M | 4% | Mar 2024 |
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| Good Life Advisors | 32k | $2.6M | -1% | Dec 2023 |
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| Indie Asset Partners | 31k | $2.6M | 11% | Dec 2023 |
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| Bailard | 31k | $2.6M | 4% | Dec 2023 |
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| Massey, Quick & Co | 30k | $2.5M | -22% | Mar 2024 |
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| Kingsview Wealth Management | 29k | $2.5M | -2% | Dec 2023 |
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| Two Sigma Investments | 29k | $2.4M | -40% | Dec 2023 |
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| Balanced Wealth Group | 29k | $2.4M | 100% | Dec 2023 |
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| Pacific Sun Financial Corp | 28k | $2.3M | -4% | Dec 2023 |
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| Farther Finance Advisors | 28k | $2.3M | -6% | Dec 2023 |
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| Capricorn Fund Managers | 28k | $2.3M | 100% | Mar 2024 |
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| Principal Securities | 28k | $2.3M | 100% | Dec 2023 |
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| Portside Wealth Group | 28k | $2.3M | 8% | Mar 2024 |
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| Denver Wealth Management | 27k | $2.3M | -59% | Mar 2024 |
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| Krasney Financial | 27k | $2.2M | -12% | Mar 2024 |
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| Mutual Advisors | 27k | $2.2M | -8% | Dec 2023 |
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| Meritage Portfolio Management | 26k | $2.2M | 2% | Dec 2023 |
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| My Purposeful Wealth Corp. | 25k | $2.1M | 28% | Dec 2023 |
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| ERn Financial | 25k | $2.1M | 1% | Mar 2024 |
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| Lauer Wealth | 25k | $2.0M | -28% | Mar 2024 |
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| Equita Financial Network | 25k | $2.1M | -41% | Dec 2023 |
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| Atria Wealth Solutions | 25k | $2.0M | 0% | Dec 2023 |
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| Cm Wealth Advisors | 24k | $2.0M | 0% | Dec 2023 |
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| Great Valley Advisor Group | 24k | $2.0M | -2% | Dec 2023 |
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| Raymond James & Associates | 24k | $2.0M | -13% | Mar 2024 |
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| Altfest L J & Co | 24k | $2.0M | 21% | Mar 2024 |
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| M^T Bank Corporation | 24k | $2.0M | -6% | Dec 2023 |
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| Diligent Investors | 23k | $1.9M | -12% | Dec 2023 |
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| Interactive Financial Advisors | 14k | $583k | -78% | Dec 2023 |
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| Financial Advocates Investment Management | 12k | $962k | -73% | Dec 2023 |
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| Centaurus Financial | 11k | $950k | -70% | Dec 2023 |
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| Global Retirement Partners | 7.5k | $625k | -73% | Mar 2024 |
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| Merit Financial Group | 7.5k | $624k | -90% | Dec 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 |
|---|---|---|---|
| Hrt Financial | Sep 2023 | 76k | $5.5M |
| Royce & Associates | Sep 2023 | 39k | $2.8M |
| Jane Street | Sep 2023 | 25k | $1.8M |