Who owns SPDR DJ Wilshire Small Cap Value?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Bank of America Corporation 2.7M $234M 0% Dec 2024
 View chart
Financial Engines Advisors L.L.C 1.3M $103M 0% Mar 2025
 View chart
Cannon Financial Strategists 942k $74M 2% Mar 2025
 View chart
HPM Partners 935k $73M 2% Mar 2025
 View chart
Goelzer Investment Management 855k $67M 2% Mar 2025
 View chart
NorthRock Partners 752k $59M 2% Mar 2025
 View chart
Ameriprise Financial 692k $54M -4% Mar 2025
 View chart
Wealth Enhancement Advisory Services 551k $43M 0% Mar 2025
 View chart
Creative Planning 408k $32M -6% Mar 2025
 View chart
Trilogy Capital 350k $31M 0% Dec 2024
 View chart
Envestnet Asset Management 348k $27M -19% Mar 2025
 View chart
Wells Fargo & Company 333k $26M -12% Mar 2025
 View chart
Morgan Stanley 318k $28M 100% Dec 2024
 View chart
Commonwealth Equity Services 314k $27M 3% Dec 2024
 View chart
Rodgers & Associates 306k $24M 2% Mar 2025
 View chart
Evensky & Katz 303k $26M -3% Dec 2024
 View chart
Equitable Holdings 294k $26M -5% Dec 2024
 View chart
Fragasso 288k $23M 414% Mar 2025
 View chart
Colony 281k $22M 0% Mar 2025
 View chart
Brandywine Oak Private Wealth 269k $21M 7% Mar 2025
 View chart
American Financial Advisors 258k $20M -2% Mar 2025
 View chart
ERTS Wealth Advisors 256k $20M 1% Mar 2025
 View chart
Klingman & Associates 255k $22M -1% Dec 2024
 View chart
Convergence Financial 240k $19M 100% Mar 2025
 View chart
KWB Wealth 218k $19M -6% Mar 2025
 View chart
Pure Portfolios Holdings 217k $17M 1% Mar 2025
 View chart
Advisor Group Holdings 217k $17M -28% Mar 2025
 View chart
Canandaigua National Bank and Trust Company 215k $17M 4% Mar 2025
 View chart
Benjamin Edwards 213k $17M 569% Mar 2025
 View chart
Wrenne Financial Planning 192k $15M 9% Mar 2025
 View chart
First National Trust Company 189k $15M -4% Mar 2025
 View chart
Financial Advisory Service 186k $15M 4% Mar 2025
 View chart
Nelson, Van Denburg & Campbell Wealth Management 183k $14M -11% Mar 2025
 View chart
GHP Investment Advisors 175k $14M 1% Mar 2025
 View chart
N.E.W. Advisory Services 162k $13M 56% Mar 2025
 View chart
Tiaa Trust, National Association 162k $13M 9% Mar 2025
 View chart
Lutz Financial Services 162k $13M 0% Mar 2025
 View chart
Michael S. Ryan 160k $13M -1% Mar 2025
 View chart
Key FInancial 159k $12M -2% Mar 2025
 View chart
Financial Strategies Group 158k $11M 0% Mar 2025
 View chart
Redwood Investment Management 158k $14M 91% Dec 2024
 View chart
Two Sigma Investments 157k $12M 847% Mar 2025
 View chart
Sage Financial 156k $12M 0% Mar 2025
 View chart
Honkamp Krueger Financial Services 153k $12M 12% Mar 2025
 View chart
UBS Group 150k $12M -1% Mar 2025
 View chart
IHT Wealth Management 147k $13M 465% Dec 2024
 View chart
SPX Equities Gestao de Recursos 142k $12M 100% Dec 2024
 View chart
Capasso Planning Partners 137k $11M 1% Mar 2025
 View chart
Optimist Retirement Group 135k $11M 1% Mar 2025
 View chart
HighTower Advisors 133k $12M 0% Dec 2024
 View chart
Mariner Wealth Advisors 131k $10M 5% Mar 2025
 View chart
WCG Wealth Advisors 128k $10M -13% Mar 2025
 View chart
Triangle Securities Wealth Management 125k $9.8M 1% Mar 2025
 View chart
BIP Wealth 125k $9.8M 14% Mar 2025
 View chart
Geneos Wealth Management 88k $6.9M -1% Mar 2025
 View chart
Perritt Capital Management 118k $9.2M 2% Mar 2025
 View chart
Merriman Wealth Management 116k $10M -1% Dec 2024
 View chart
Rockbridge Investment Management, LCC 113k $9.8M -5% Dec 2024
 View chart
Asset Dedication 113k $8.8M -13% Mar 2025
 View chart
Balanced Wealth Group 112k $8.8M 1% Mar 2025
 View chart
Cambridge Investment Research Advisors 111k $8.7M 1% Mar 2025
 View chart
One Day In July 110k $8.6M 23% Mar 2025
 View chart
Baird Financial 109k $9.5M 3% Dec 2024
 View chart
Mercer Global Advisors 109k $8.5M 0% Mar 2025
 View chart
CarsonAllaria Wealth Management 107k $8.4M 3% Mar 2025
 View chart
Buckingham Strategic Partners 106k $8.3M -7% Mar 2025
 View chart
Modera Wealth Management 100k $7.8M -3% Mar 2025
 View chart
Diversified Enterprises 94k $7.4M 7% Mar 2025
 View chart
Mather Group 89k $7.0M -5% Mar 2025
 View chart
Confluence Investment Management 88k $6.9M 100% Mar 2025
 View chart
LPWM 86k $6.7M 6% Mar 2025
 View chart
TBH Global Asset Management 82k $3.3M 2737% Mar 2025
 View chart
Clark Capital Management Group 80k $6.2M 8% Mar 2025
 View chart
Charles Schwab Investment Management 77k $6.1M -4% Mar 2025
 View chart
Mml Investors Services 77k $6.7M 2% Dec 2024
 View chart
Private Advisor 76k $5.9M -18% Mar 2025
 View chart
Financial Counselors 74k $5.8M -3% Mar 2025
 View chart
Aire Advisors 74k $5.8M -2% Mar 2025
 View chart
Raymond James Financial 74k $5.8M -2% Mar 2025
 View chart
Townsquare Capital 73k $5.7M 7% Mar 2025
 View chart
Goldman Sachs Group 72k $5.6M -43% Mar 2025
 View chart
Cetera Investment Advisers 72k $6.2M 3% Dec 2024
 View chart
Nwam 70k $5.5M -53% Mar 2025
 View chart
Kades & Cheifetz 70k $6.1M 3% Dec 2024
 View chart
Northwest Wealth Management 68k $5.3M -9% Mar 2025
 View chart
Emerald Investment Partners 67k $5.3M 0% Mar 2025
 View chart
Signature Estate and Investment Advisors 66k $5.2M 2% Mar 2025
 View chart
CI Private Wealth 65k $5.1M -10% Mar 2025
 View chart
Jones Financial Companies, L.L 63k $4.9M 40% Mar 2025
 View chart
Facet Wealth 62k $4.7M 125% Mar 2025
 View chart
McAdam 60k $4.7M 0% Mar 2025
 View chart
Cornerstone Advisors Asset Management 59k $4.6M -5% Mar 2025
 View chart
Palisades Hudson Asset Management 59k $5.1M -1% Dec 2024
 View chart
Branch Banking & Trust Company 58k $4.5M -30% Mar 2025
 View chart
Comprehensive Portfolio Management 58k $4.5M -2% Mar 2025
 View chart
Interactive Financial Advisors 57k $4.5M 4% Mar 2025
 View chart
Assetmark 57k $5.0M 8182% Dec 2024
 View chart
Royal Bank of Canada 56k $4.5M -11% Mar 2025
 View chart
Salomon & Ludwin 56k $4.4M -1% Mar 2025
 View chart
Captrust Financial Advisors 56k $4.4M -4% Mar 2025
 View chart
CWM 55k $4.3M 50% Mar 2025
 View chart
Melone Private Wealth 55k $4.3M 2% Mar 2025
 View chart
New Hampshire Trust 54k $4.3M -4% Mar 2025
 View chart
Perennial Investment Advisors 53k $4.6M -48% Dec 2024
 View chart
May Barnhard Investments 53k $4.1M -6% Mar 2025
 View chart
Warren Averett Asset Management 52k $4.6M -5% Dec 2024
 View chart
Kingsview Wealth Management 52k $4.1M 3% Mar 2025
 View chart
Pinnacle Financial Partners 51k $4.0M 0% Mar 2025
 View chart
Probity Advisors 51k $4.0M -4% Mar 2025
 View chart
My Purposeful Wealth Corp. 48k $3.7M 36% Mar 2025
 View chart
Waller Financial Planning Group 47k $3.7M -25% Mar 2025
 View chart
Susquehanna International 46k $4.0M -18% Dec 2024
 View chart
SRS Capital Advisors 46k $4.0M 2% Dec 2024
 View chart
Financial Advocates Investment Management 46k $3.6M 321% Mar 2025
 View chart
Krilogy Financial 45k $3.5M -4% Mar 2025
 View chart
Blue Barn Wealth 45k $3.5M 9% Mar 2025
 View chart
TAGStone Capital 44k $3.5M -1% Mar 2025
 View chart
Oakmont Partners 43k $3.4M -15% Mar 2025
 View chart
Great Valley Advisor Group 43k $3.4M 42% Mar 2025
 View chart
Marotta Asset Management 42k $3.6M 6% Mar 2025
 View chart
Larson Financial Group 42k $3.3M -2% Mar 2025
 View chart
Chicago Partners Investment 40k $3.0M 13% Mar 2025
 View chart
Principal Securities 39k $3.4M 0% Mar 2025
 View chart
Total Wealth Planning 38k $3.0M -2% Mar 2025
 View chart
Savant Capital Management 38k $3.0M -5% Mar 2025
 View chart
Citadel Advisors 38k $3.0M -10% Mar 2025
 View chart
Tortoise Investment Management 38k $3.3M -3% Dec 2024
 View chart
Aptus Capital Advisors 37k $2.9M -2% Mar 2025
 View chart
Symphony Financial 37k $2.6M 100% Mar 2025
 View chart
Financial Guidance Group 37k $2.9M -3% Mar 2025
 View chart
Prestige Wealth Management Group 36k $2.8M -16% Mar 2025
 View chart
Canandaigua National Trust Co of Florida 36k $2.8M -2% Mar 2025
 View chart
Pinnacle Family Advisors 35k $3.1M 72% Dec 2024
 View chart
Wealth Advisors of Tampa Bay 35k $3.1M 0% Dec 2024
 View chart
Bailard 35k $2.7M 4% Mar 2025
 View chart
Tradition Wealth Management 34k $3.0M -1% Dec 2024
 View chart
Pathstone Holdings 34k $2.6M 7% Mar 2025
 View chart
Strategies Wealth Advisors 34k $2.6M 5% Mar 2025
 View chart
Hamilton Capital Management 33k $2.6M 14% Mar 2025
 View chart
Moneta Group Investment Advisors 33k $2.6M -5% Mar 2025
 View chart
Arete Wealth Advisors 33k $2.6M -8% Mar 2025
 View chart
Apex Investment Services 33k $2.6M 100% Mar 2025
 View chart
Foundation Wealth Management 32k $2.5M 100% Mar 2025
 View chart
Indie Asset Partners 32k $2.5M 0% Mar 2025
 View chart
Gladstone Institutional Advisory 31k $2.7M -5% Dec 2024
 View chart
Kelly Financial Group 31k $2.4M -12% Mar 2025
 View chart
Renaissance Technologies 30k $2.4M 200% Mar 2025
 View chart
Collective Family Office 30k $2.3M -16% Mar 2025
 View chart
Diversify Wealth Management 29k $2.2M -4% Mar 2025
 View chart
Calton & Associates 7.4k $595k -83% Mar 2025
 View chart
New England Capital Financial Advisors 4.8k $376k -90% Mar 2025
 View chart
Concord Wealth Partners 4.2k $328k -96% Mar 2025
 View chart
EWG Elevate 3.0k $232k -94% Mar 2025
 View chart

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