Who owns SPDR DJ Wilshire Small Cap Growth?

Tip: Access positions for across all investors

Analyze quarterly positions in SPDR DJ Wilshire Small Cap Growth with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of SPDR DJ Wilshire Small Cap Growth stock

Who bought or sold SPDR DJ Wilshire Small Cap Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 2.2M $189M 22% Mar 2024
 View chart
Citigroup 1.6M $140M 2% Mar 2024
 View chart
Bank of America Corporation 1.6M $138M 12% Mar 2024
 View chart
Financial Engines Advisors L.L.C 1.4M $119M -4% Mar 2024
 View chart
Stifel Financial 675k $59M 28% Mar 2024
 View chart
Haverford Trust Company 661k $58M 17% Mar 2024
 View chart
Ameriprise Financial 642k $56M -13% Mar 2024
 View chart
Benjamin F. Edwards & Company 477k $42M 29% Mar 2024
 View chart
Rodgers & Associates 401k $35M 0% Mar 2024
 View chart
Townsquare Capital 387k $34M 6% Mar 2024
 View chart
Morgan Stanley 379k $43M 12% Mar 2024
 View chart
Honkamp Krueger Financial Services 355k $31M 298% Mar 2024
 View chart
Wells Fargo & Company 355k $31M 19% Mar 2024
 View chart
Savant Capital Management 341k $30M -1% Mar 2024
 View chart
Tradewinds Capital Management 333k $29M 100% Mar 2024
 View chart
Advisor Group Holdings 292k $26M 80% Mar 2024
 View chart
Balanced Wealth Group 292k $7.1M 998% Mar 2024
 View chart
Commonwealth Equity Services 285k $25M 12% Mar 2024
 View chart
Financial Advisory Service 283k $25M -1% Mar 2024
 View chart
NorthRock Partners 278k $24M -5% Mar 2024
 View chart
Krilogy Financial 261k $23M 1% Mar 2024
 View chart
Thrive Capital Management 258k $16M 100% Mar 2024
 View chart
Financial Planning & Information Services 227k $20M 9% Mar 2024
 View chart
GHP Investment Advisors 226k $20M 1% Mar 2024
 View chart
Aire Advisors 223k $19M 0% Mar 2024
 View chart
AE Wealth Management 222k $19M 4% Mar 2024
 View chart
ERTS Wealth Advisors 219k $19M 1% Mar 2024
 View chart
Redwood Investment Management 216k $19M -28% Mar 2024
 View chart
UBS Group 211k $18M 21% Mar 2024
 View chart
KWB Wealth 203k $18M -3% Mar 2024
 View chart
Assetmark 191k $17M -57% Mar 2024
 View chart
Mariner Wealth Advisors 190k $17M 6% Mar 2024
 View chart
Klingman & Associates 176k $15M -2% Mar 2024
 View chart
Csenge Advisory Group 176k $15M -1% Mar 2024
 View chart
First National Trust Company 167k $15M -10% Mar 2024
 View chart
Private Advisor 162k $14M 12% Mar 2024
 View chart
WCG Wealth Advisors 142k $12M -26% Mar 2024
 View chart
Envestnet Asset Management 138k $12M 9% Mar 2024
 View chart
Tiaa Trust, National Association 135k $12M 1% Mar 2024
 View chart
Shakespeare Wealth Management 130k $11M 4% Mar 2024
 View chart
Mather Group 127k $11M -1% Mar 2024
 View chart
Raymond James Financial Services Advisors 122k $11M -48% Mar 2024
 View chart
Optimist Retirement Group 118k $9.8M 100% Dec 2023
 View chart
HighTower Advisors 115k $10M -4% Mar 2024
 View chart
Branch Banking & Trust Company 112k $9.8M 2% Mar 2024
 View chart
Wealthcare Advisory Partners 105k $9.1M 15% Mar 2024
 View chart
Goldman Sachs Group 103k $8.9M 931% Mar 2024
 View chart
Kades & Cheifetz 102k $8.9M 0% Mar 2024
 View chart
Forbes Financial Planning 101k $8.8M 3% Mar 2024
 View chart
Rainey & Randall Investment Management 101k $8.8M 6% Mar 2024
 View chart
Grey Fox Wealth Advisors 95k $8.2M 11% Mar 2024
 View chart
Financial Consulate 93k $8.1M 7% Mar 2024
 View chart
Perennial Investment Advisors 92k $8.0M 3% Mar 2024
 View chart
Signature Estate and Investment Advisors 91k $8.0M -86% Mar 2024
 View chart
Cambridge Investment Research Advisors 88k $7.6M 12% Mar 2024
 View chart
O'Dell Group 83k $7.2M 16477% Mar 2024
 View chart
Tradition Wealth Management 82k $7.1M -31% Mar 2024
 View chart
Krasney Financial 81k $7.0M -6% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 80k $7.0M 51% Mar 2024
 View chart
Level Four Advisory Services 78k $6.5M 2% Mar 2024
 View chart
McAdam 74k $6.4M -2% Mar 2024
 View chart
Key FInancial 73k $6.4M 9% Mar 2024
 View chart
Oakmont Partners 73k $6.3M 100% Mar 2024
 View chart
Ledge Wealth Management 71k $5.9M 82% Dec 2023
 View chart
Financial Strategies Group 70k $6.0M -4% Mar 2024
 View chart
JNBA Financial Advisors 70k $6.1M -25% Mar 2024
 View chart
Financial Security Advisor 68k $5.9M -1% Mar 2024
 View chart
BIP Wealth 67k $5.8M 12% Mar 2024
 View chart
Denver Wealth Management 65k $5.7M -33% Mar 2024
 View chart
Pinnacle Family Advisors 65k $5.7M 37% Mar 2024
 View chart
Thrivent Financial for Lutherans 62k $5.4M -22% Mar 2024
 View chart
Marietta Wealth Management 59k $5.1M 3% Mar 2024
 View chart
Charles Schwab Investment Management 58k $5.0M -4% Mar 2024
 View chart
Hrc Wealth Management 57k $4.9M 100% Mar 2024
 View chart
Pacific Sun Financial Corp 56k $4.9M 0% Mar 2024
 View chart
ERn Financial 56k $4.9M -4% Mar 2024
 View chart
Wealth Enhancement Advisory Services 54k $4.7M 4% Mar 2024
 View chart
Strategies Wealth Advisors 52k $4.6M -1% Mar 2024
 View chart
Interactive Financial Advisors 52k $4.5M 4486% Mar 2024
 View chart
Barrett & Company 52k $4.5M -2% Mar 2024
 View chart
Diversified 52k $4.5M -23% Mar 2024
 View chart
Royal Bank of Canada 51k $4.4M -25% Mar 2024
 View chart
Blue Barn Wealth 51k $4.4M 0% Mar 2024
 View chart
Pinnacle Financial Partners 50k $4.3M -4% Mar 2024
 View chart
Waller Financial Planning Group 50k $4.2M 0% Dec 2023
 View chart
Fragasso 50k $4.3M -1% Mar 2024
 View chart
Taylor, Cottrill, Erickson & Associates 49k $4.3M 0% Mar 2024
 View chart
Moneta Group Investment Advisors 48k $4.0M -7% Dec 2023
 View chart
Baird Financial 48k $4.0M 18% Dec 2023
 View chart
Integrity Wealth Solutions 48k $4.2M 3% Mar 2024
 View chart
Citadel Advisors 48k $4.2M 1579% Mar 2024
 View chart
Emerald Investment Partners 46k $4.0M -15% Mar 2024
 View chart
Steward Partners Investment Advisory 46k $4.0M 2% Mar 2024
 View chart
New England Capital Financial Advisors 46k $4.0M 7% Mar 2024
 View chart
Spire Wealth Management 45k $3.9M -6% Mar 2024
 View chart
MONECO Advisors 45k $3.9M 37% Mar 2024
 View chart
CI Private Wealth 43k $3.8M -1% Mar 2024
 View chart
Prestige Wealth Management Group 43k $3.8M 0% Mar 2024
 View chart
Proequities 43k $3.7B 173% Mar 2024
 View chart
M^T Bank Corporation 42k $3.6M -32% Mar 2024
 View chart
Pathstone Holdings 39k $3.4M 3% Mar 2024
 View chart
Flow Traders US 39k $3.4M 100% Mar 2024
 View chart
Geneos Wealth Management 38k $3.3M 17% Mar 2024
 View chart
Creative Planning 38k $3.3M 0% Mar 2024
 View chart
Creative Financial Designs 38k $3.3M 2577% Mar 2024
 View chart
Probity Advisors 38k $3.3M 9% Mar 2024
 View chart
Strategic Advocates 36k $3.2M -72% Mar 2024
 View chart
CWM 36k $3.1M 16% Mar 2024
 View chart
CarsonAllaria Wealth Management 35k $3.0M 30% Mar 2024
 View chart
Kingsview Wealth Management 34k $3.0M 0% Mar 2024
 View chart
Sugarloaf Wealth Management 34k $3.0M 56820% Mar 2024
 View chart
EisnerAmper Wealth Management Corporate Benefits 33k $2.8M -9% Dec 2023
 View chart
Prosperity Consulting Group 33k $2.9M 100% Mar 2024
 View chart
Harbour Investments 31k $2.6M -3% Dec 2023
 View chart
H D Vest Advisory Services 30k $2.6M 127% Mar 2024
 View chart
D. E. Shaw & Co 30k $2.6M 100% Mar 2024
 View chart
Ameritas Advisory Services 29k $2.5M -5% Dec 2023
 View chart
Focus Financial Network 29k $2.3M 100% Mar 2024
 View chart
Focus Financial Network 28k $2.4M 100% Dec 2023
 View chart
Bristlecone Advisors 28k $2.4M 10% Mar 2024
 View chart
Gladstone Institutional Advisory 28k $2.3M 2% Dec 2023
 View chart
Portside Wealth Group 28k $2.4M 8% Mar 2024
 View chart
Advisor OS 26k $2.3M -5% Mar 2024
 View chart
Benjamin Edwards 26k $2.3M 44% Mar 2024
 View chart
Mutual Advisors 25k $2.2M -5% Mar 2024
 View chart
Sage Financial 25k $2.2M -4% Mar 2024
 View chart
Jpmorgan Chase & Co 25k $2.1M 0% Mar 2024
 View chart
D.A. Davidson & Co. 24k $2.1M -3% Mar 2024
 View chart
Colony 23k $2.0M -5% Mar 2024
 View chart
Mercer Global Advisors 23k $2.0M 4% Mar 2024
 View chart
Chicago Partners Investment 22k $1.9M 17% Mar 2024
 View chart
Ohe Financial 22k $1.9M 2% Mar 2024
 View chart
Eqis Capital Management 22k $1.9M 12% Mar 2024
 View chart
Stillwater Capital Advisors 22k $1.9M -2% Mar 2024
 View chart
Burney Co/ 22k $1.8M 30% Dec 2023
 View chart
Atria Wealth Solutions 21k $1.8M 3% Mar 2024
 View chart
Visionary Wealth Advisors 21k $1.8M 16% Mar 2024
 View chart
Larson Financial Group 21k $1.8M -1% Mar 2024
 View chart
Tobias Financial Advisors 20k $1.7M -4% Mar 2024
 View chart
Stratos Wealth Partners 20k $1.7M -70% Mar 2024
 View chart
Diligent Investors 20k $1.7M -4% Mar 2024
 View chart
Financial Advisors Network 19k $1.6M -6% Dec 2023
 View chart
Barden Capital Management 19k $1.7M -26% Mar 2024
 View chart
Corrigan Financial 19k $1.7M -1% Mar 2024
 View chart
Twelve Points Wealth Management 19k $1.6M 0% Mar 2024
 View chart
Octavia Wealth Advisors 19k $1.6M -90% Mar 2024
 View chart
Capital Square 19k $1.6M 100% Mar 2024
 View chart
Palisades Hudson Asset Management 18k $1.6M -6% Mar 2024
 View chart
Indie Asset Partners 18k $1.6M -3% Mar 2024
 View chart
Quent Capital 18k $1.5M -20% Mar 2024
 View chart
Pensionmark Financial Group 17k $1.5M -18% Mar 2024
 View chart
Lane & Associates 17k $1.5M -3% Mar 2024
 View chart
Laidlaw Wealth Management 16k $1.4M -21% Mar 2024
 View chart
Parkside Financial Bank & Trust 6.1k $534k -69% Mar 2024
 View chart
Susquehanna International 4.0k $353k -79% Mar 2024
 View chart
Advisor Resource Council 2.5k $208k -92% Mar 2024
 View chart

Who sold out of SPDR DJ Wilshire Small Cap Growth?

Fund or Company Name Date Sold Shares Held Valued At
Ethos Financial Group Dec 2023 81k $6.8M
Koss-Olinger Consulting Sep 2023 30k $2.2M