Who owns SPDR DJ Wilshire Small Cap Value?
- Ticker: SLYV
- CUSIP Number: 78464A300
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 | 1.6M | $79M | -9% | Sep 2020 | ||
Bank of America Corporation | 1.3M | $65M | 0% | Sep 2020 | ||
Wealth Enhancement Advisory Services | 1.2M | $68M | 0% | Sep 2020 | ||
NorthRock Partners | 729k | $37M | -1% | Sep 2020 | ||
Goelzer Investment Management | 622k | $31M | 24% | Sep 2020 | ||
N.E.W. Advisory Services | 590k | $39M | 8% | Dec 2020 | ||
Resource Management | 566k | $28M | 15% | Sep 2020 | ||
Financial Counselors | 540k | $27M | 128% | Sep 2020 | ||
LPL Financial | 484k | $24M | -7% | Sep 2020 | ||
Stifel Financial | 455k | $23M | 70% | Sep 2020 | ||
Evensky & Katz | 438k | $22M | 0% | Sep 2020 | ||
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Ameriprise Financial | 379k | $19M | -2% | Sep 2020 | ||
Redwood Investment Management | 365k | $18M | 94% | Sep 2020 | ||
Krilogy Financial | 356k | $18M | 2% | Sep 2020 | ||
UBS Group | 353k | $18M | 35% | Sep 2020 | ||
Commonwealth Equity Services | 311k | $16M | -9% | Sep 2020 | ||
Betterment | 292k | $15M | -13% | Sep 2020 | ||
Palladium Partners,LLC dba Palladium Registered Investment Advisors | 287k | $14M | 1% | Sep 2020 | ||
Massmutual Trust | 276k | $14M | 378% | Sep 2020 | ||
Klingman & Associates | 249k | $13M | -2% | Sep 2020 | ||
ERTS Wealth Advisors | 248k | $12M | -8% | Sep 2020 | ||
Asset Dedication | 229k | $12M | 16% | Sep 2020 | ||
Financial Advisory | 227k | $11M | -1% | Sep 2020 | ||
Townsquare Capital | 225k | $12M | -3% | Sep 2020 | ||
Benjamin F. Edwards & Company | 225k | $11M | 67% | Sep 2020 | ||
Equitable Holdings | 224k | $11M | 2063% | Sep 2020 | ||
Amerivest Investment Management | 214k | $11M | 1% | Sep 2020 | ||
Financial Advisory Service | 194k | $9.7M | 1% | Sep 2020 | ||
Morgan Stanley | 177k | $8.9M | 10% | Sep 2020 | ||
BerganKDV Wealth Management | 171k | $8.6M | 3% | Sep 2020 | ||
Nelson, Van Denburg & Campbell Wealth Management | 154k | $7.7M | 16% | Sep 2020 | ||
Lutz Financial Services | 153k | $7.7M | 1% | Sep 2020 | ||
Advisor Group Holdings | 152k | $7.6M | 100% | Sep 2020 | ||
Sage Financial | 152k | $7.6M | 16% | Sep 2020 | ||
Confluence Investment Management | 137k | $9.1M | 4% | Dec 2020 | ||
GHP Investment Advisors | 133k | $6.7M | 1% | Sep 2020 | ||
People's United Financial | 132k | $6.6M | -2% | Sep 2020 | ||
ARGI Investment Services | 131k | $6.5M | -1% | Sep 2020 | ||
Moisand Fitzgerald Tamayo | 130k | $6.5M | 0% | Sep 2020 | ||
Triangle Securities Wealth Management | 127k | $8.4M | -1% | Dec 2020 | ||
Managed Account Services | 122k | $6.8M | -7% | Sep 2020 | ||
Opus Capital Group | 122k | $6.1M | 2% | Sep 2020 | ||
McAdam | 121k | $8.6M | -12% | Dec 2020 | ||
Envestnet Asset Management | 120k | $6.0M | -5% | Sep 2020 | ||
Northwest Wealth Management | 117k | $5.9M | -1% | Sep 2020 | ||
Wells Fargo & Company | 109k | $5.5M | 4% | Sep 2020 | ||
Larson Financial Group | 102k | $6.8M | -17% | Dec 2020 | ||
Mariner Wealth Advisors | 102k | $5.1M | 6% | Sep 2020 | ||
Financial Strategies Group | 102k | $5.1M | -1% | Sep 2020 | ||
Rockbridge Investment Management, LCC | 102k | $5.1M | 12% | Sep 2020 | ||
Mather Group | 94k | $4.7M | -8% | Sep 2020 | ||
Burney Co/ | 93k | $4.6M | 1% | Sep 2020 | ||
Private Advisor | 91k | $4.5M | -37% | Sep 2020 | ||
Morningstar Investment Services | 85k | $4.2M | 3% | Sep 2020 | ||
Strategic Financial | 85k | $4.2M | -12% | Sep 2020 | ||
Krasney Financial | 84k | $4.4M | 9% | Sep 2020 | ||
Salomon & Ludwin | 81k | $4.0M | -4% | Sep 2020 | ||
Perritt Capital Management | 81k | $4.0M | 6% | Sep 2020 | ||
Comprehensive Portfolio Management | 81k | $5.3M | 8% | Dec 2020 | ||
Signature Estate and Investment Advisors | 79k | $5.2M | -3% | Dec 2020 | ||
Waller Financial Planning Group | 78k | $5.1M | -13% | Dec 2020 | ||
Total Wealth Planning | 76k | $3.8M | -3% | Sep 2020 | ||
Mml Investors Services | 75k | $3.8M | 75% | Sep 2020 | ||
Nwam | 74k | $4.9M | -2% | Dec 2020 | ||
Probity Advisors | 74k | $3.7M | 4% | Sep 2020 | ||
Brandywine Oak Private Wealth | 72k | $3.6M | -5% | Sep 2020 | ||
First National Trust Company | 68k | $3.4M | -10% | Sep 2020 | ||
tru Independence | 67k | $3.4M | 100% | Sep 2020 | ||
LPWM | 66k | $3.4M | 2% | Sep 2020 | ||
Kingsview Wealth Management | 64k | $3.2M | -8% | Sep 2020 | ||
Modera Wealth Management | 63k | $3.1M | -7% | Sep 2020 | ||
Key FInancial | 62k | $3.1M | 4% | Sep 2020 | ||
Miracle Mile Advisors | 61k | $4.0M | -10% | Dec 2020 | ||
Wellspring Financial Advisors | 61k | $3.0M | -1% | Sep 2020 | ||
Ohe Financial | 60k | $3.0M | 2% | Sep 2020 | ||
Palisades Hudson Asset Management | 59k | $3.0M | 0% | Sep 2020 | ||
Indie Asset Partners | 59k | $2.9M | 100% | Sep 2020 | ||
Savant Capital Management | 55k | $2.8M | -3% | Sep 2020 | ||
Baird Financial | 55k | $2.7M | 10% | Sep 2020 | ||
Janney Montgomery Scott | 54k | $3.6M | 100% | Dec 2020 | ||
HBK Sorce Advisory | 54k | $2.7M | -49% | Sep 2020 | ||
Harborview Advisors | 51k | $2.5M | -2% | Sep 2020 | ||
Clarus Wealth Advisors | 48k | $3.4M | -1% | Dec 2020 | ||
EWG Elevate | 48k | $3.2M | 62% | Dec 2020 | ||
Moneta Group Investment Advisors | 48k | $2.4M | 10% | Sep 2020 | ||
Tiaa | 48k | $3.1M | -3% | Dec 2020 | ||
Branch Banking & Trust Company | 46k | $2.3M | 30% | Sep 2020 | ||
Buckingham Asset Management | 43k | $2.1M | 2% | Sep 2020 | ||
Gladstone Institutional Advisory | 43k | $2.1M | -2% | Sep 2020 | ||
Resonant Capital Advisors | 41k | $2.7M | 100% | Dec 2020 | ||
Windsor Group | 40k | $2.2M | 11% | Sep 2020 | ||
Pinnacle Financial Partners | 40k | $2.6M | 0% | Dec 2020 | ||
Pacific Sun Financial Corp | 38k | $1.9M | -2% | Sep 2020 | ||
Royal Bank of Canada | 38k | $1.9M | 40% | Sep 2020 | ||
Eqis Capital Management | 38k | $1.9M | -4% | Sep 2020 | ||
ERn Financial | 38k | $1.9M | 0% | Sep 2020 | ||
United Capital Financial Advisers | 36k | $1.8M | -16% | Sep 2020 | ||
JNBA Financial Advisors | 35k | $2.3M | 968% | Dec 2020 | ||
SRS Capital Advisors | 35k | $1.8M | 7% | Sep 2020 | ||
Marotta Asset Management | 35k | $2.3M | -3% | Dec 2020 | ||
Connecticut Wealth Management | 34k | $1.7M | -75% | Sep 2020 | ||
Laidlaw Wealth Management | 34k | $1.7M | -17% | Sep 2020 | ||
Raymond James & Associates | 33k | $1.7M | 16% | Sep 2020 | ||
CornerCap Investment Counsel | 33k | $1.6M | 100% | Sep 2020 | ||
Segall Bryant & Hamill | 28k | $1.4M | -9% | Sep 2020 | ||
Market Street Wealth Management Advisors | 28k | $1.8M | -2% | Dec 2020 | ||
Raymond James Financial Services Advisors | 28k | $1.4M | -20% | Sep 2020 | ||
Stratos Wealth Advisors | 26k | $1.3M | 2% | Sep 2020 | ||
Tortoise Investment Management | 25k | $1.2M | 5% | Sep 2020 | ||
Veritable | 24k | $1.2M | -8% | Sep 2020 | ||
Girard Partners | 24k | $1.2M | 8% | Sep 2020 | ||
Acorn Financial Advisory Services | 24k | $1.6M | 0% | Dec 2020 | ||
Tower Research Capital | 23k | $1.2M | -45% | Sep 2020 | ||
Ausdal Financial Partners | 23k | $1.2M | 100% | Sep 2020 | ||
Eclectic Associates | 23k | $1.5M | 100% | Dec 2020 | ||
Foresight Wealth Management | 23k | $1.2M | 5% | Sep 2020 | ||
Mutual Advisors | 23k | $1.2M | 4% | Sep 2020 | ||
Marietta Wealth Management | 23k | $1.1M | 6% | Sep 2020 | ||
Cambridge Investment Research Advisors | 22k | $1.1M | -76% | Sep 2020 | ||
IFP Advisors | 22k | $1.4M | 23% | Dec 2020 | ||
Mercer Global Advisors | 22k | $1.1M | 100% | Sep 2020 | ||
American Investment Services | 21k | $1.1M | 0% | Sep 2020 | ||
Great Valley Advisor Group | 21k | $1.0M | 80% | Sep 2020 | ||
EP Wealth Advisors | 20k | $1.0M | -19% | Sep 2020 | ||
Lucia Wealth Services | 20k | $1.0M | -8% | Sep 2020 | ||
Creative Planning | 19k | $959k | 128% | Sep 2020 | ||
Calton & Associates | 19k | $1.3M | 6% | Dec 2020 | ||
Measured Wealth Private Client Group | 19k | $1.2M | 3% | Dec 2020 | ||
Susquehanna International | 18k | $902k | 100% | Sep 2020 | ||
Clark Capital Management Group | 18k | $874k | -50% | Sep 2020 | ||
GFS Advisors | 17k | $846k | -55% | Sep 2020 | ||
Integrys Wealth Advisors | 17k | $1.1M | 0% | Dec 2020 | ||
Advisory Services Network | 17k | $842k | 32% | Sep 2020 | ||
Prestige Wealth Management Group | 17k | $831k | 15850% | Sep 2020 | ||
Captrust Financial Advisors | 16k | $832k | -20% | Sep 2020 | ||
LifePlan Financial | 16k | $814k | 0% | Sep 2020 | ||
Diligent Investors | 16k | $808k | 6% | Sep 2020 | ||
Atlas Brown | 15k | $1.0M | -1% | Dec 2020 | ||
Jentner | 15k | $743k | -2% | Sep 2020 | ||
SeaCrest Wealth Management | 15k | $742k | -2% | Sep 2020 | ||
Ballast Advisors | 15k | $735k | -2% | Sep 2020 | ||
Wambolt & Associates | 14k | $943k | -2% | Dec 2020 | ||
Courage Miller Partners | 14k | $666k | 0% | Sep 2020 | ||
Chicago Partners Investment | 13k | $727k | -9% | Sep 2020 | ||
CMC Financial Group | 13k | $874k | 100% | Dec 2020 | ||
Financial Advisors Network | 13k | $643k | -2% | Sep 2020 | ||
Cornerstone Advisory | 12k | $617k | 92% | Sep 2020 | ||
Altfest L J & Co | 12k | $789k | 20% | Dec 2020 | ||
Beacon Pointe Advisors | 12k | $590k | -7% | Sep 2020 | ||
55i | 12k | $588k | 66% | Sep 2020 | ||
Marquette Asset Management | 12k | $773k | -54% | Dec 2020 | ||
Carlson Capital Management | 12k | $818k | 0% | Dec 2020 | ||
RMR Wealth Builders | 11k | $573k | 100% | Sep 2020 | ||
Ambassador Advisors | 11k | $569k | -36% | Sep 2020 | ||
Thrivent Financial for Lutherans | 11k | $557k | 3% | Sep 2020 | ||
Laurel Wealth Advisors | 11k | $551k | -90% | Sep 2020 | ||
Red Door Wealth Management | 11k | $715k | -11% | Dec 2020 | ||
Brown Advisory Securities | 11k | $531k | -19% | Sep 2020 | ||
Visionary Wealth Advisors | 9.7k | $488k | -82% | Sep 2020 | ||
Gail Mannix | 8.5k | $423k | -36% | Sep 2020 | ||
Pinnacle Wealth Management Advisory | 7.8k | $390k | -38% | Sep 2020 | ||
Cetera Investment Advisers | 7.7k | $384k | -76% | Sep 2020 | ||
Prudential | 7.1k | $358k | -60% | Sep 2020 | ||
Goldman Sachs Group | 6.7k | $336k | -87% | Sep 2020 |
Who sold out of SPDR DJ Wilshire Small Cap Value?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Derby & Company | Jun 2020 | 167k | $8.2M |
Stevard | Jun 2020 | 46k | $2.3M |
IMC-Chicago | Jun 2020 | 46k | $2.3M |
Citadel Advisors | Jun 2020 | 28k | $1.4M |
Squar Milner Financial Services | Jun 2020 | 11k | $557k |
Funds that own SPDR DJ Wilshire Small Cap Value also own:
- Target Corporation (TGT)
- iShares Russell 1000 Value Index (IWD)
- iShares S&P 500 Index (IVV)
- iShares Russell 1000 Growth Index (IWF)
- iShares IBoxx $ Invest Grade Corp Bd Fd (LQD)
- iShares S&P MidCap 400 Index (IJH)
- iShares S&P SmallCap 600 Index (IJR)
- Vanguard Emerging Markets ETF (VWO)
- Vanguard Growth ETF (VUG)
- iShares Lehman MBS Bond Fund (MBB)
- Vanguard REIT ETF (VNQ)
- SPDR DJ Wilshire Mid Cap Growth (MDYG)
- SPDR DJ Wilshire Large Cap Growth (SPYG)
- SPDR S&P World ex-US (SPDW)
- SPDR DJ Wilshire Large Cap Value (SPYV)
- SPDR Barclays Capital Mortgage Back ETF (SPMB)
- Schwab Emerging Markets Equity ETF (SCHE)
- Schwab International Equity ETF (SCHF)
- Schwab Strategic Tr sht tm us tres (SCHO)
- Schwab Strategic Tr cmn (SCHV)
- Sch Us Mid-cap Etf etf (SCHM)