Who owns SPDR DJ Wilshire Small Cap Value?

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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 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