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 | 7.2M | $782M | 39% | Jun 2026 |
|
| Financial Engines Advisors L.L.C | 1.0M | $113M | -4% | Jun 2026 |
|
| Cannon Financial Strategists | 1.0M | $109M | -1% | Jun 2026 |
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| Bank of America Corporation | 960k | $105M | -8% | Jun 2026 |
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| NorthRock Partners | 834k | $91M | 5% | Jun 2026 |
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| Pacific Life Fund Advisors | 566k | $62M | 100% | Jun 2026 |
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| Morgan Stanley | 556k | $79M | 12% | Mar 2026 |
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| Ameriprise Financial | 545k | $60M | -9% | Jun 2026 |
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| Convergence Financial | 382k | $42M | 90% | Jun 2026 |
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| Goelzer Investment Management | 375k | $41M | -53% | Jun 2026 |
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| WCG Wealth Advisors | 368k | $40M | -3% | Jun 2026 |
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| Creative Planning | 324k | $35M | -9% | Jun 2026 |
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| Rodgers & Associates | 324k | $31M | -3% | Mar 2026 |
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| Equitable Holdings | 319k | $35M | 6% | Jun 2026 |
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| Fragasso | 305k | $33M | -2% | Jun 2026 |
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| Dean, Jacobson Financial Services | 288k | $32M | -1% | Jun 2026 |
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| HPM Partners | 281k | $32M | -2% | Jun 2026 |
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| Klingman & Associates | 280k | $31M | 0% | Jun 2026 |
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| Colony | 280k | $31M | 9% | Jun 2026 |
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| Brandywine Oak Private Wealth | 278k | $30M | -2% | Jun 2026 |
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| Morningstar Investment Management | 256k | $24M | 0% | Jun 2026 |
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| Evensky & Katz | 254k | $28M | -5% | Jun 2026 |
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| Warren Averett Asset Management | 231k | $25M | -2% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 219k | $24M | 5% | Jun 2026 |
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| Advisor Group Holdings | 219k | $24M | -4% | Jun 2026 |
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| One Day In July | 218k | $24M | 8% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 216k | $20M | 100% | Mar 2026 |
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| Wrenne Financial Planning | 212k | $23M | 4% | Jun 2026 |
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| First National Trust Company | 211k | $23M | 1% | Jun 2026 |
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| OpenArc Corporate Advisory | 200k | $22M | -8% | Jun 2026 |
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| HighTower Advisors | 200k | $22M | -6% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 198k | $21M | 100% | Jun 2026 |
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| Financial Strategies Group | 188k | $21M | 2% | Jun 2026 |
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| GHP Investment Advisors | 185k | $20M | 2% | Jun 2026 |
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| Financial Advisory Service | 184k | $20M | 4% | Jun 2026 |
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| Wells Fargo & Company | 183k | $20M | -30% | Jun 2026 |
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| Key FInancial | 181k | $20M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 179k | $20M | -7% | Jun 2026 |
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| Honkamp Krueger Financial Services | 177k | $19M | -4% | Jun 2026 |
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| American Financial Advisors | 161k | $18M | -35% | Jun 2026 |
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| Envestnet Asset Management | 155k | $17M | -33% | Jun 2026 |
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| Sage Financial | 153k | $17M | -4% | Jun 2026 |
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| Jones Financial Companies, L.L | 151k | $16M | 13% | Jun 2026 |
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| Geneos Wealth Management | 143k | $16M | 22% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 139k | $15M | -6% | Jun 2026 |
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| Optimist Retirement Group | 137k | $15M | 0% | Jun 2026 |
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| Lutz Financial Services | 136k | $15M | -2% | Jun 2026 |
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| UBS Group | 135k | $15M | -11% | Jun 2026 |
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| Baird Financial | 130k | $14M | 4% | Jun 2026 |
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| CarsonAllaria Wealth Management | 130k | $14M | 4% | Jun 2026 |
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| My Purposeful Wealth Corp. | 128k | $14M | 27% | Jun 2026 |
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| Triangle Securities Wealth Management | 124k | $14M | 0% | Jun 2026 |
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| BIP Wealth | 122k | $13M | 6% | Jun 2026 |
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| Sentinus | 119k | $13M | -7% | Jun 2026 |
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| Cambridge Investment Research Advisors | 116k | $13M | -6% | Jun 2026 |
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| Asset Dedication | 106k | $12M | -4% | Jun 2026 |
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| LPWM | 101k | $11M | 0% | Jun 2026 |
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| Buckingham Strategic Partners | 100k | $11M | 4% | Jun 2026 |
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| CWM | 100k | $9.4M | -11% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 99k | $11M | 43% | Jun 2026 |
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| N.E.W. Advisory Services | 99k | $11M | -5% | Jun 2026 |
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| Capasso Planning Partners | 98k | $11M | -1% | Jun 2026 |
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| Raymond James Financial | 97k | $11M | 6% | Jun 2026 |
|
| Cetera Investment Advisers | 94k | $10M | 3% | Jun 2026 |
|
| Rockbridge Investment Management, LCC | 93k | $10M | -2% | Jun 2026 |
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| Savant Capital Management | 91k | $9.2M | 101% | Jun 2026 |
|
| Nwam | 89k | $8.4M | -2% | Mar 2026 |
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| Mariner Wealth Advisors | 89k | $9.7M | -10% | Jun 2026 |
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| Modera Wealth Management | 88k | $9.6M | 0% | Jun 2026 |
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| Diversified Enterprises | 87k | $9.5M | 1% | Jun 2026 |
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| Susquehanna International | 85k | $9.3M | 2477% | Jun 2026 |
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| Trilogy Capital | 82k | $8.9M | 14% | Jun 2026 |
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| Mather Group | 81k | $8.9M | -2% | Jun 2026 |
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| Goldman Sachs Group | 81k | $8.8M | 7% | Jun 2026 |
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| Private Advisor | 80k | $8.7M | -50% | Jun 2026 |
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| Mercer Global Advisors | 79k | $8.6M | 22% | Jun 2026 |
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| Leicht Financial Planning & Wealth Management | 79k | $8.6M | 100% | Jun 2026 |
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| Symphony Financial | 76k | $8.2M | 7% | Jun 2026 |
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| Arnold Financial Planning | 76k | $8.2M | 2% | Jun 2026 |
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| KWB Wealth | 71k | $7.8M | 617% | Jun 2026 |
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| Kingsview Wealth Management | 69k | $6.5M | -4% | Mar 2026 |
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| Cambridge Financial Group | 69k | $7.5M | -2% | Jun 2026 |
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| Comprehensive Portfolio Management | 68k | $7.4M | 3% | Jun 2026 |
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| MONECO Advisors | 68k | $7.4M | 9% | Jun 2026 |
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| Aire Advisors | 67k | $7.3M | 0% | Jun 2026 |
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| Royal Bank of Canada | 65k | $7.1M | 1% | Jun 2026 |
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| Cornerstone Advisors Asset Management | 63k | $6.9M | 0% | Jun 2026 |
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| ERTS Wealth Advisors | 61k | $6.7M | 0% | Jun 2026 |
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| Northwest Wealth Management | 61k | $6.6M | -1% | Jun 2026 |
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| Palisades Hudson Asset Management | 60k | $6.5M | -3% | Jun 2026 |
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| IHT Wealth Management | 59k | $6.5M | 0% | Jun 2026 |
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| Michael S. Ryan | 55k | $5.9M | 1% | Jun 2026 |
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| Probity Advisors | 54k | $5.9M | -4% | Jun 2026 |
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| Signature Estate and Investment Advisors | 53k | $5.8M | -13% | Jun 2026 |
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| Midwest Trust | 53k | $5.8M | -2% | Jun 2026 |
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| Interactive Financial Advisors | 53k | $5.6M | 1% | Jun 2026 |
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| Mml Investors Services | 51k | $5.6M | 11% | Jun 2026 |
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| Nvest Wealth Strategies | 50k | $5.5M | 0% | Jun 2026 |
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| Salomon & Ludwin | 50k | $5.5M | -4% | Jun 2026 |
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| Hamilton Capital Management | 50k | $5.4M | 7% | Jun 2026 |
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| Sankala Group | 46k | $5.1M | 7% | Jun 2026 |
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| New Hampshire Trust | 46k | $5.0M | -1% | Jun 2026 |
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| Strategies Wealth Advisors | 45k | $4.9M | -5% | Jun 2026 |
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| Balanced Wealth Group | 45k | $4.9M | -65% | Jun 2026 |
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| Compton Financial Group | 45k | $4.9M | 100% | Jun 2026 |
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| Farther Finance Advisors | 44k | $4.8M | 11% | Jun 2026 |
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| CI Private Wealth | 43k | $4.7M | 3% | Jun 2026 |
|
| TAGStone Capital | 42k | $4.6M | -4% | Jun 2026 |
|
| Gladstone Institutional Advisory | 41k | $4.5M | 14% | Jun 2026 |
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| May Barnhard Investments | 41k | $4.5M | -5% | Jun 2026 |
|
| Captrust Financial Advisors | 41k | $4.5M | 3% | Jun 2026 |
|
| IFG Advisory | 41k | $4.5M | 100% | Jun 2026 |
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| Chicago Partners Investment | 40k | $4.3M | 1% | Jun 2026 |
|
| Bailard | 39k | $4.2M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 38k | $4.2M | 1% | Jun 2026 |
|
| Flagship Harbor Advisors | 38k | $4.2M | 324% | Jun 2026 |
|
| Krilogy Financial | 38k | $4.2M | -2% | Jun 2026 |
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| Janney Montgomery Scott | 38k | $4.1M | 14% | Jun 2026 |
|
| AQR Capital Management | 38k | $4.1M | -1% | Jun 2026 |
|
| Prestige Wealth Management Group | 37k | $4.0M | 1% | Jun 2026 |
|
| Pathstone Holdings | 36k | $3.9M | -6% | Jun 2026 |
|
| Calton & Associates | 35k | $3.8M | -32% | Jun 2026 |
|
| Paragon Capital Management | 35k | $3.8M | -3% | Jun 2026 |
|
| Integrated Wealth Concepts | 34k | $3.7M | 21% | Jun 2026 |
|
| Tradition Wealth Management | 34k | $3.7M | 1% | Jun 2026 |
|
| Canandaigua National Trust Co of Florida | 34k | $3.2M | 5% | Mar 2026 |
|
| Aptus Capital Advisors | 33k | $3.6M | 0% | Jun 2026 |
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| Kestra Advisory Services | 33k | $3.6M | -3% | Jun 2026 |
|
| Financial Guidance Group | 33k | $3.6M | 0% | Jun 2026 |
|
| Larson Financial Group | 32k | $3.5M | -3% | Jun 2026 |
|
| Tortoise Investment Management | 32k | $3.5M | -1% | Jun 2026 |
|
| Partners in Financial Planning | 32k | $3.5M | 0% | Jun 2026 |
|
| Univest National Bank and Trust | 32k | $3.5M | 15% | Jun 2026 |
|
| O'shaughnessy Asset Management | 31k | $3.4M | 15% | Jun 2026 |
|
| Meredith Wealth Planning | 31k | $3.4M | 1% | Jun 2026 |
|
| Collier Financial | 31k | $3.4M | 4266% | Jun 2026 |
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| Jane Street | 31k | $3.4M | 56% | Jun 2026 |
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| Moneta Group Investment Advisors | 30k | $3.3M | -2% | Jun 2026 |
|
| Jpmorgan Chase & Co | 30k | $3.3M | 100% | Jun 2026 |
|
| Junk Investment Group | 30k | $3.3M | 0% | Jun 2026 |
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| Marotta Asset Management | 30k | $3.2M | -16% | Jun 2026 |
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| Perennial Investment Advisors | 30k | $3.3M | -2% | Jun 2026 |
|
| Pinnacle Family Advisors | 29k | $3.2M | 6% | Jun 2026 |
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| Livet Wealth | 29k | $3.2M | -4% | Jun 2026 |
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| Kingswood Wealth Advisors | 28k | $3.1M | 10% | Jun 2026 |
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| Collective Family Office | 28k | $3.0M | 0% | Jun 2026 |
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| Fell Capital Management | 28k | $3.0M | 6% | Jun 2026 |
|
| Benjamin Edwards | 27k | $2.9M | -1% | Jun 2026 |
|
| True Blue Financial | 27k | $2.9M | 100% | Jun 2026 |
|
| MidFirst Bank | 26k | $2.9M | 0% | Jun 2026 |
|
| Fifth Third Securities | 26k | $2.8M | -3% | Jun 2026 |
|
| Savvy Advisors | 24k | $2.6M | -10% | Jun 2026 |
|
| Diversify Wealth Management | 20k | $2.2M | -29% | Jun 2026 |
|
| McAdam | 17k | $1.9M | -69% | Jun 2026 |
|
| Facet Wealth | 10k | $1.1M | -71% | Jun 2026 |
|
| Independent Advisor Alliance | 4.6k | $498k | -95% | Jun 2026 |
|
| Emerald Investment Partners | 345.00 | $38k | -99% | Jun 2026 |
|