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 |
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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 |