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
Financial Engines Advisors L.L.C 1.4M $119M -1% Sep 2021
LPL Financial 1.3M $104M -3% Sep 2021
Wealth Enhancement Advisory Services 1.2M $100M 3% Sep 2021
Stifel Financial 984k $81M 2% Sep 2021
Hamilton Capital Management 831k $68M 3% Sep 2021
Resource Management 746k $61M 2% Sep 2021
ERTS Wealth Advisors 744k $48M 321% Sep 2021
NorthRock Partners 704k $59M 0% Sep 2021
Goelzer Investment Management 692k $57M 6% Sep 2021
Morningstar Investment Services 625k $52M 3% Sep 2021
Ameriprise Financial 607k $50M -5% Sep 2021

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Financial Counselors 562k $46M 5% Sep 2021
Benjamin F. Edwards & Company 549k $45M 7% Sep 2021
Financial Planning & Information Services 513k $42M 8% Sep 2021
Redwood Investment Management 439k $36M 23% Sep 2021
American Financial Advisors 406k $33M 344% Sep 2021
Commonwealth Equity Services 365k $30M -3% Sep 2021
Evensky & Katz 364k $30M -3% Sep 2021
Envestnet Asset Management 343k $28M 15% Sep 2021
Tradewinds Capital Management 325k $27M 8809% Sep 2021
Palladium Partners,LLC dba Palladium Registered Investment Advisors 324k $27M 5% Sep 2021
Krilogy Financial 319k $26M 4% Sep 2021
Massmutual Trust 315k $26M 7% Sep 2021
Confluence Investment Management 295k $24M 8% Sep 2021
Financial Advisory Service 260k $21M 2% Sep 2021
UBS Group 257k $21M -10% Sep 2021
Equitable Holdings 256k $21M 9% Sep 2021
Townsquare Capital 238k $20M 8% Sep 2021
Klingman & Associates 237k $19M -1% Sep 2021
Asset Dedication 230k $20M 0% Dec 2021
Amerivest Investment Management 214k $11M 34% Sep 2021
Financial Advisory 208k $17M -1% Sep 2021
Wells Fargo & Company 195k $16M -22% Sep 2021
Mariner Wealth Advisors 193k $16M 7% Sep 2021
Rodgers & Associates 188k $15M 1% Sep 2021
Brandywine Oak Private Wealth 188k $15M 1% Sep 2021
KWB Wealth 180k $15M 2% Sep 2021
Lutz Financial Services 166k $14M 0% Dec 2021
BerganKDV Wealth Management 161k $13M 3% Sep 2021
Advisor Group Holdings 159k $13M -40% Sep 2021
Nelson, Van Denburg & Campbell Wealth Management 152k $12M 9% Sep 2021
Branch Banking & Trust Company 148k $12M 10% Sep 2021
Sage Financial 134k $11M 1% Sep 2021
First National Trust Company 133k $11M 7% Sep 2021
GHP Investment Advisors 129k $11M -1% Sep 2021
Retirement Group 121k $9.9M 4% Sep 2021
Mml Investors Services 119k $9.7M 1% Sep 2021
Northwest Wealth Management 118k $9.7M 0% Sep 2021
Triangle Securities Wealth Management 117k $9.9M -1% Dec 2021
Opus Capital Group 117k $9.6M -1% Sep 2021
Rockbridge Investment Management, LCC 116k $9.5M 7% Sep 2021
Betterment 115k $9.4M 16% Sep 2021
IHT Wealth Management 112k $9.2M -32% Sep 2021
Financial Strategies Group 108k $8.8M 7% Sep 2021
Tradition Wealth Management 101k $8.3M 4% Sep 2021
ARGI Investment Services 100k $8.2M -2% Sep 2021
McAdam 99k $8.4M -2% Dec 2021
Managed Account Services 99k $8.1M -16% Sep 2021
PRW Wealth Management 97k $8.0M 100% Sep 2021
Cambridge Investment Research Advisors 94k $7.7M -22% Sep 2021
Larson Financial Group 94k $7.7M 0% Sep 2021
Reston Wealth Management 93k $7.6M 9% Sep 2021
Northern Capital Management 91k $7.7M 2% Dec 2021
Burney Co/ 90k $7.4M 2% Sep 2021
HighTower Advisors 90k $7.4M 3% Sep 2021
Key FInancial 90k $7.6M 0% Dec 2021
Raymond James Financial Services Advisors 89k $7.3M -4% Sep 2021
Private Advisor 88k $7.2M -6% Sep 2021
Goldman Sachs Group 87k $7.2M 100% Sep 2021
N.E.W. Advisory Services 87k $7.3M -13% Dec 2021
Tiaa 86k $7.1M 14% Sep 2021
Krasney Financial 84k $6.9M 1% Sep 2021
Signature Estate and Investment Advisors 84k $7.1M 3% Dec 2021
Perritt Capital Management 83k $6.8M 2% Sep 2021
Salomon & Ludwin 81k $6.6M 0% Sep 2021
Strategic Financial 81k $6.6M 3% Sep 2021
Moisand Fitzgerald Tamayo 80k $6.6M -3% Sep 2021
Mather Group 80k $6.5M -2% Sep 2021
Probity Advisors 72k $5.9M 4% Sep 2021
Comprehensive Portfolio Management 70k $5.9M -4% Dec 2021
Clarus Wealth Advisors 66k $5.7M 40% Dec 2021
Waller Financial Planning Group 66k $5.4M 0% Sep 2021
Nwam 64k $5.3M -3% Sep 2021
People's United Financial 63k $5.2M -17% Sep 2021
Resonant Capital Advisors 63k $5.1M 13% Sep 2021
Graticule Asia Macro Advisors 60k $4.9M 100% Sep 2021
Collective Family Office 59k $5.0M -3% Dec 2021
Baird Financial 59k $4.8M 13% Sep 2021
Palisades Hudson Asset Management 58k $4.8M 0% Sep 2021
Clark Capital Management Group 58k $4.7M 100% Sep 2021
Modera Wealth Management 57k $4.7M -1% Sep 2021
Ohe Financial 56k $4.6M -4% Sep 2021
Annapolis Financial Services 50k $4.1M 0% Sep 2021
Kingsview Wealth Management 50k $4.1M -6% Sep 2021
Windsor Group 48k $4.2M -32% Dec 2021
Janney Montgomery Scott 48k $3.9M -13% Sep 2021
Miracle Mile Advisors 48k $4.1M 0% Dec 2021
Savant Capital Management 48k $3.9M -2% Sep 2021
JNBA Financial Advisors 48k $3.9M -14% Sep 2021
Total Wealth Planning 47k $3.9M 0% Sep 2021
Harborview Advisors 46k $3.8M 2% Sep 2021
Moneta Group Investment Advisors 45k $3.7M 1% Sep 2021
Melone Private Wealth 45k $3.8M 100% Dec 2021
Stratos Wealth Advisors 45k $3.8M 28% Dec 2021
Buckingham Asset Management 44k $3.6M 1% Sep 2021
Raymond James & Associates 44k $3.6M 6% Sep 2021
Honkamp Krueger Financial Services 43k $3.5M 100% Sep 2021
Fragasso 42k $3.6M 8% Dec 2021
Marotta Asset Management 41k $3.5M 1% Dec 2021
V Wealth Management 40k $3.3M 100% Sep 2021
Indie Asset Partners 39k $3.2M -3% Sep 2021
Provident Wealth Management 39k $3.2M 100% Sep 2021
Pinnacle Financial Partners 39k $3.2M 0% Sep 2021
Gladstone Institutional Advisory 38k $3.1M 2% Sep 2021
Prestige Wealth Management Group 37k $3.1M 3% Sep 2021
Spire Wealth Management 37k $3.2M -3% Dec 2021
Cetera Investment Advisers 36k $3.0M 11% Sep 2021
Mutual Advisors 36k $2.9M 6% Sep 2021
Facet Wealth 35k $2.9M 0% Sep 2021
Concord Wealth Partners 35k $3.0M 51% Dec 2021
Wellspring Financial Advisors 34k $2.8M -19% Sep 2021
SRS Capital Advisors 33k $2.7M -1% Sep 2021
Pacific Sun Financial Corp 33k $2.7M 100% Sep 2021
HBK Sorce Advisory 32k $2.6M -1% Sep 2021
Navalign 32k $2.6M -5% Sep 2021
Laidlaw Wealth Management 32k $2.6M 9% Sep 2021
Eaton Vance Management 31k $2.5M 0% Sep 2021
ERn Financial 31k $2.5M 1% Sep 2021
Measured Wealth Private Client Group 30k $2.5M -7% Sep 2021
IFP Advisors 30k $2.6M 2% Dec 2021
First Heartland Consultants 30k $2.5M -12% Sep 2021
Eqis Capital Management 30k $2.4M -8% Sep 2021
Tortoise Investment Management 30k $2.4M -3% Sep 2021
Diligent Investors 28k $2.4M 26% Dec 2021
CornerCap Investment Counsel 28k $2.3M -7% Sep 2021
Visionary Wealth Advisors 27k $2.2M 8% Sep 2021
Connecticut Wealth Management 27k $2.2M 0% Sep 2021
Marietta Wealth Management 26k $2.1M 11% Sep 2021
EWG Elevate 26k $2.2M 11% Dec 2021
Eclectic Associates 25k $2.1M 12% Dec 2021
Segall Bryant & Hamill 25k $2.1M -2% Sep 2021
Calton & Associates 25k $2.1M 6% Dec 2021
Hatton Consulting 24k $2.0M 24% Sep 2021
Veritable 24k $2.0M 0% Sep 2021
United Capital Financial Advisers 24k $1.9M -6% Sep 2021
55i 23k $1.9M 11% Sep 2021
Acorn Financial Advisory Services 23k $1.9M 0% Sep 2021
Great Valley Advisor Group 22k $1.8M 3% Sep 2021
Chicago Partners Investment 22k $2.0M 12% Sep 2021
Red Door Wealth Management 22k $1.8M 4% Sep 2021
Mercer Global Advisors 21k $1.7M -3% Sep 2021
Prime Capital Investment Advisors 20k $1.7M -39% Sep 2021
Citadel Advisors 7.9k $647k -71% Sep 2021
Susquehanna International 3.5k $286k -86% Sep 2021

Who sold out of SPDR DJ Wilshire Small Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
CIBC World Markets Jun 2021 199k $17M
Bank Of Montreal Jun 2021 50k $4.3M
Ferris Capital Jun 2021 48k $4.1M
Good Life Advisors Jun 2021 33k $2.8M
Wealth Enhancement & Preservation of GA Jun 2021 28k $2.4M
Hrt Financial Jun 2021 26k $2.2M