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 | 5.2M | $489M | -9% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 1.2M | $106M | -3% | Dec 2025 |
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| Cannon Financial Strategists | 1.0M | $95M | 1% | Mar 2026 |
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| NorthRock Partners | 798k | $76M | 2% | Mar 2026 |
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| Goelzer Investment Management | 791k | $75M | -10% | Mar 2026 |
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| Ameriprise Financial | 596k | $56M | -16% | Mar 2026 |
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| Morgan Stanley | 556k | $79M | 100% | Mar 2026 |
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| Morningstar Investment Management | 386k | $35M | -4% | Dec 2025 |
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| WCG Wealth Advisors | 381k | $36M | 3% | Mar 2026 |
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| Creative Planning | 355k | $34M | -23% | Mar 2026 |
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| Rodgers & Associates | 324k | $31M | -3% | Mar 2026 |
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| Fragasso | 310k | $30M | -2% | Mar 2026 |
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| Equitable Holdings | 300k | $27M | -5% | Mar 2026 |
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| Dean, Jacobson Financial Services | 291k | $28M | 2% | Mar 2026 |
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| HPM Partners | 286k | $27M | -1% | Mar 2026 |
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| Brandywine Oak Private Wealth | 285k | $27M | -1% | Mar 2026 |
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| Klingman & Associates | 282k | $26M | 0% | Dec 2025 |
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| Colony | 269k | $24M | -2% | Dec 2025 |
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| Evensky & Katz | 267k | $25M | -4% | Mar 2026 |
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| Wells Fargo & Company | 262k | $25M | 3% | Mar 2026 |
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| American Financial Advisors | 250k | $24M | -2% | Mar 2026 |
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| Envestnet Asset Management | 231k | $22M | 7% | Mar 2026 |
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| OpenArc Corporate Advisory | 219k | $21M | 100% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 216k | $20M | 100% | Mar 2026 |
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| HighTower Advisors | 213k | $20M | -61% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 209k | $19M | 1% | Dec 2025 |
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| First National Trust Company | 209k | $20M | 1% | Mar 2026 |
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| Advisor Group Holdings | 208k | $19M | -44% | Dec 2025 |
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| One Day In July | 201k | $19M | 9% | Mar 2026 |
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| Convergence Financial | 201k | $19M | -5% | Mar 2026 |
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| Wrenne Financial Planning | 196k | $18M | 5% | Dec 2025 |
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| Commonwealth Equity Services | 192k | $18M | 3% | Mar 2026 |
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| Pure Portfolios Holdings | 189k | $17M | 3% | Dec 2025 |
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| Financial Strategies Group | 185k | $19M | 6% | Mar 2026 |
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| Honkamp Krueger Financial Services | 184k | $17M | -2% | Mar 2026 |
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| Key FInancial | 183k | $17M | 1% | Mar 2026 |
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| GHP Investment Advisors | 182k | $17M | 1% | Mar 2026 |
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| Financial Advisory Service | 175k | $16M | 3% | Dec 2025 |
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| Private Advisor | 159k | $15M | 168% | Mar 2026 |
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| Sage Financial | 159k | $15M | -1% | Mar 2026 |
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| UBS Group | 151k | $14M | 0% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 147k | $14M | 100% | Mar 2026 |
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| Lutz Financial Services | 139k | $13M | -3% | Mar 2026 |
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| Optimist Retirement Group | 137k | $13M | -3% | Mar 2026 |
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| Sentinus | 129k | $12M | 1% | Mar 2026 |
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| Balanced Wealth Group | 127k | $12M | -2% | Mar 2026 |
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| CarsonAllaria Wealth Management | 124k | $12M | 2% | Mar 2026 |
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| Triangle Securities Wealth Management | 124k | $12M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 123k | $12M | 0% | Mar 2026 |
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| Baird Financial | 120k | $11M | 4% | Dec 2025 |
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| Geneos Wealth Management | 117k | $11M | 2% | Mar 2026 |
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| BIP Wealth | 115k | $11M | -9% | Mar 2026 |
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| CWM | 112k | $10M | -13% | Dec 2025 |
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| Asset Dedication | 112k | $10M | -4% | Dec 2025 |
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| Jones Financial Companies, L.L | 110k | $10M | 27% | Dec 2025 |
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| N.E.W. Advisory Services | 104k | $9.9M | -2% | Mar 2026 |
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| My Purposeful Wealth Corp. | 101k | $9.6M | 22% | Mar 2026 |
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| LPWM | 101k | $9.5M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 98k | $9.3M | 2% | Mar 2026 |
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| Independent Advisor Alliance | 97k | $9.2M | 2047% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 97k | $8.8M | -4% | Dec 2025 |
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| Buckingham Strategic Partners | 97k | $9.1M | -2% | Mar 2026 |
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| Capasso Planning Partners | 92k | $8.3M | 13% | Dec 2025 |
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| Raymond James Financial | 91k | $8.3M | -28% | Dec 2025 |
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| Cetera Investment Advisers | 91k | $8.6M | -1% | Mar 2026 |
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| Nwam | 89k | $8.4M | -2% | Mar 2026 |
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| Modera Wealth Management | 88k | $8.3M | -6% | Mar 2026 |
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| Diversified Enterprises | 85k | $7.8M | -3% | Dec 2025 |
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| Mather Group | 83k | $7.8M | -1% | Mar 2026 |
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| Goldman Sachs Group | 76k | $7.1M | 0% | Mar 2026 |
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| Arnold Financial Planning | 74k | $7.0M | -1% | Mar 2026 |
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| Trilogy Capital | 72k | $6.8M | -1% | Mar 2026 |
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| Symphony Financial | 71k | $6.6M | 4% | Mar 2026 |
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| Cambridge Financial Group | 70k | $6.6M | -16% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 69k | $6.5M | -9% | Mar 2026 |
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| Kingsview Wealth Management | 69k | $6.5M | -4% | Mar 2026 |
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| Aire Advisors | 67k | $6.3M | 0% | Mar 2026 |
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| Emerald Investment Partners | 67k | $6.3M | 0% | Mar 2026 |
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| Comprehensive Portfolio Management | 67k | $6.3M | 0% | Mar 2026 |
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| Charles Schwab Investment Management | 65k | $5.9M | -6% | Dec 2025 |
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| Mercer Global Advisors | 65k | $6.1M | -3% | Mar 2026 |
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| Royal Bank of Canada | 65k | $6.1M | 21% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 63k | $6.0M | 0% | Mar 2026 |
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| MONECO Advisors | 62k | $5.9M | 29% | Mar 2026 |
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| Palisades Hudson Asset Management | 62k | $5.9M | 1% | Mar 2026 |
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| IHT Wealth Management | 62k | $5.6M | -53% | Dec 2025 |
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| ERTS Wealth Advisors | 62k | $5.8M | -16% | Mar 2026 |
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| Northwest Wealth Management | 62k | $5.8M | -4% | Mar 2026 |
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| Signature Estate and Investment Advisors | 61k | $5.8M | -8% | Mar 2026 |
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| Probity Advisors | 56k | $5.3M | -2% | Mar 2026 |
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| McAdam | 56k | $5.3M | -6% | Mar 2026 |
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| Midwest Trust | 54k | $5.1M | -1% | Mar 2026 |
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| Michael S. Ryan | 54k | $5.1M | 0% | Mar 2026 |
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| Salomon & Ludwin | 52k | $5.0M | -2% | Mar 2026 |
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| Interactive Financial Advisors | 52k | $4.9M | 1% | Mar 2026 |
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| Calton & Associates | 51k | $4.8M | -1% | Mar 2026 |
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| Nvest Wealth Strategies | 50k | $4.8M | -1% | Mar 2026 |
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| Strategies Wealth Advisors | 49k | $4.5M | -4% | Dec 2025 |
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| New Hampshire Trust | 47k | $4.4M | 0% | Mar 2026 |
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| Hamilton Capital Management | 47k | $4.4M | -9% | Mar 2026 |
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| Mml Investors Services | 46k | $4.3M | -15% | Mar 2026 |
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| Warren Averett Asset Management | 45k | $4.1M | -1% | Dec 2025 |
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| Savant Capital Management | 45k | $4.3M | -23% | Mar 2026 |
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| TAGStone Capital | 44k | $4.2M | 0% | Mar 2026 |
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| Sankala Group | 43k | $4.1M | 3% | Mar 2026 |
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| May Barnhard Investments | 43k | $4.1M | -9% | Mar 2026 |
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| CI Private Wealth | 42k | $4.0M | -25% | Mar 2026 |
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| Captrust Financial Advisors | 40k | $3.6M | -7% | Dec 2025 |
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| Chicago Partners Investment | 40k | $4.0M | 1% | Mar 2026 |
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| Farther Finance Advisors | 39k | $3.7M | -15% | Mar 2026 |
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| Krilogy Financial | 39k | $3.9M | -2% | Mar 2026 |
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| Bailard | 38k | $3.6M | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 38k | $3.6M | -11% | Mar 2026 |
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| AQR Capital Management | 38k | $3.6M | 22% | Mar 2026 |
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| Pathstone Holdings | 38k | $3.6M | 12% | Mar 2026 |
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| Prestige Wealth Management Group | 36k | $3.4M | 2% | Mar 2026 |
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| Paragon Capital Management | 36k | $3.4M | 0% | Mar 2026 |
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| Gladstone Institutional Advisory | 36k | $3.4M | 6% | Mar 2026 |
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| Marotta Asset Management | 36k | $3.4M | -16% | Mar 2026 |
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| Facet Wealth | 35k | $3.3M | -4% | Mar 2026 |
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| Kestra Advisory Services | 34k | $3.2M | -2% | Mar 2026 |
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| Larson Financial Group | 34k | $3.1M | -2% | Dec 2025 |
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| Canandaigua National Trust Co of Florida | 34k | $3.2M | 5% | Mar 2026 |
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| Tradition Wealth Management | 34k | $3.1M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 33k | $3.1M | 100% | Mar 2026 |
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| Aptus Capital Advisors | 33k | $3.1M | -11% | Mar 2026 |
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| Financial Guidance Group | 33k | $3.1M | -7% | Mar 2026 |
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| Tortoise Investment Management | 32k | $3.1M | -1% | Mar 2026 |
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| Partners in Financial Planning | 32k | $3.0M | 1% | Mar 2026 |
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| Meredith Wealth Planning | 31k | $2.9M | 2% | Mar 2026 |
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| Moneta Group Investment Advisors | 31k | $2.9M | -4% | Mar 2026 |
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| Livet Wealth | 31k | $2.9M | 100% | Mar 2026 |
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| Perennial Investment Advisors | 30k | $2.9M | -5% | Mar 2026 |
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| Junk Investment Group | 30k | $2.8M | 100% | Mar 2026 |
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| Collective Family Office | 28k | $2.7M | -1% | Mar 2026 |
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| Diversify Wealth Management | 28k | $2.9M | -18% | Mar 2026 |
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| Integrated Wealth Concepts | 28k | $2.6M | 2% | Mar 2026 |
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| Univest National Bank and Trust | 28k | $2.6M | -3% | Mar 2026 |
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| O'shaughnessy Asset Management | 27k | $2.6M | 1% | Mar 2026 |
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| Benjamin Edwards | 27k | $2.6M | -4% | Mar 2026 |
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| Susquehanna International | 27k | $2.4M | 19% | Dec 2025 |
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| Savvy Advisors | 27k | $2.5M | 319% | Mar 2026 |
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| Fifth Third Securities | 27k | $2.5M | 1% | Mar 2026 |
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| MidFirst Bank | 26k | $2.5M | 2% | Mar 2026 |
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| Waller Financial Planning Group | 26k | $2.5M | -8% | Mar 2026 |
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| Fell Capital Management | 26k | $2.4M | 24% | Mar 2026 |
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| Kingswood Wealth Advisors | 26k | $2.4M | 0% | Mar 2026 |
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| Blue Barn Wealth | 25k | $2.3M | -53% | Dec 2025 |
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| Brookstone Capital Management | 24k | $2.3M | -6% | Mar 2026 |
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| Cm Wealth Advisors | 24k | $2.3M | -1% | Mar 2026 |
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| Gts Securities | 21k | $1.9M | -51% | Dec 2025 |
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| Two Sigma Investments | 16k | $1.5M | -42% | Mar 2026 |
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| Balance Wealth | 11k | $1.0M | -56% | Mar 2026 |
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| Tiaa Trust, National Association | 9.0k | $847k | -94% | Mar 2026 |
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| Citadel Advisors | 3.2k | $303k | -93% | Mar 2026 |
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| Total Wealth Planning | 2.7k | $249k | -93% | Dec 2025 |
|
| Stratos Wealth Partners | 2.3k | $215k | -94% | Mar 2026 |
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Who sold out of SPDR DJ Wilshire Small Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 402k | $38M |
| Perritt Capital Management | Sep 2025 | 127k | $11M |
| IFG Advisory | Dec 2025 | 26k | $2.3M |