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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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 |
---|---|---|---|---|---|
Bank of America Corporation | 2.5M | $207M | 50% | Mar 2024 |
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LPL Financial | 1.4M | $114M | -18% | Mar 2024 |
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Financial Engines Advisors L.L.C | 1.3M | $110M | -1% | Mar 2024 |
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Ameriprise Financial | 1.2M | $101M | -6% | Mar 2024 |
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HPM Partners | 840k | $70M | 10% | Mar 2024 |
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Goelzer Investment Management | 813k | $67M | 1% | Mar 2024 |
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Financial Planning & Information Services | 631k | $52M | 0% | Mar 2024 |
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Redwood Investment Management | 500k | $42M | 19% | Mar 2024 |
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Creative Planning | 479k | $40M | -3% | Mar 2024 |
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Commonwealth Equity Services | 477k | $40M | 4% | Mar 2024 |
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Townsquare Capital | 401k | $33M | 7% | Mar 2024 |
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Envestnet Asset Management | 366k | $30M | 4% | Mar 2024 |
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Wells Fargo & Company | 364k | $30M | 5% | Mar 2024 |
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NorthRock Partners | 339k | $28M | -5% | Mar 2024 |
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Trilogy Capital | 331k | $28M | 5% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 331k | $28M | 9% | Mar 2024 |
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Evensky & Katz | 315k | $26M | -1% | Mar 2024 |
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Balanced Wealth Group | 301k | $7.4M | 935% | Mar 2024 |
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Rodgers & Associates | 293k | $24M | 1% | Mar 2024 |
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Goldman Sachs Group | 285k | $24M | 165% | Mar 2024 |
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Dean, Jacobson Financial Services | 285k | $24M | 0% | Mar 2024 |
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Morgan Stanley | 284k | $24M | -2% | Mar 2024 |
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American Financial Advisors | 272k | $23M | -2% | Mar 2024 |
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Buckingham Asset Management | 260k | $22M | -2% | Mar 2024 |
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Klingman & Associates | 258k | $21M | -1% | Mar 2024 |
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ERTS Wealth Advisors | 241k | $20M | 2% | Mar 2024 |
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Advisor Group Holdings | 240k | $20M | 39% | Mar 2024 |
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Brandywine Oak Private Wealth | 234k | $19M | 3% | Mar 2024 |
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Financial Enhancement | 231k | $18M | 4% | Mar 2024 |
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Branch Banking & Trust Company | 224k | $19M | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 221k | $18M | -4% | Mar 2024 |
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Financial Advisory | 220k | $18M | 7% | Mar 2024 |
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Honkamp Krueger Financial Services | 218k | $18M | -5% | Mar 2024 |
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KWB Wealth | 197k | $16M | -3% | Mar 2024 |
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Financial Advisory Service | 196k | $16M | 0% | Mar 2024 |
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First National Trust Company | 189k | $16M | -8% | Mar 2024 |
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Lutz Financial Services | 172k | $14M | 1% | Mar 2024 |
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Rockbridge Investment Management, LCC | 166k | $14M | 7% | Mar 2024 |
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GHP Investment Advisors | 164k | $14M | 1% | Mar 2024 |
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Sage Financial | 162k | $13M | 3% | Mar 2024 |
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CI Private Wealth | 157k | $13M | -8% | Mar 2024 |
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Michael S. Ryan | 157k | $13M | 3% | Dec 2023 |
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Financial Strategies Group | 154k | $13M | -2% | Mar 2024 |
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Mariner Wealth Advisors | 152k | $13M | -12% | Mar 2024 |
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Capasso Planning Partners | 149k | $12M | 5% | Mar 2024 |
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Asset Dedication | 149k | $12M | -5% | Mar 2024 |
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Key FInancial | 145k | $12M | 5% | Mar 2024 |
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WCG Wealth Advisors | 145k | $12M | -29% | Mar 2024 |
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UBS Group | 143k | $12M | -23% | Mar 2024 |
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Wrenne Financial Planning | 143k | $12M | 100% | Mar 2024 |
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Tiaa Trust, National Association | 135k | $11M | 6% | Mar 2024 |
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Resonant Capital Advisors | 130k | $11M | 7% | Mar 2024 |
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HighTower Advisors | 128k | $11M | 1% | Mar 2024 |
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Triangle Securities Wealth Management | 123k | $10M | 14% | Dec 2023 |
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Tradewinds Capital Management | 121k | $10M | 10348% | Mar 2024 |
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Concord Wealth Partners | 118k | $9.8M | -7% | Mar 2024 |
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Retirement Group | 117k | $9.7M | 1% | Mar 2024 |
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Optimist Retirement Group | 116k | $9.6M | 100% | Dec 2023 |
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Compass Ion Advisors | 115k | $9.5M | -5% | Mar 2024 |
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Focus Financial Network | 114k | $9.5M | 100% | Dec 2023 |
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Signature Estate and Investment Advisors | 113k | $9.3M | 12% | Mar 2024 |
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Buckingham Strategic Partners | 109k | $9.0M | 593% | Mar 2024 |
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Perritt Capital Management | 107k | $8.9M | 2% | Mar 2024 |
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Perennial Investment Advisors | 104k | $8.6M | 10% | Mar 2024 |
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BIP Wealth | 100k | $8.3M | 3% | Mar 2024 |
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N.E.W. Advisory Services | 97k | $8.1M | 0% | Mar 2024 |
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Cambridge Investment Research Advisors | 96k | $8.0M | 5% | Mar 2024 |
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Charles Schwab Investment Management | 95k | $7.9M | -3% | Mar 2024 |
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Focus Financial Network | 94k | $7.2M | 100% | Mar 2024 |
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Mather Group | 91k | $7.6M | 0% | Mar 2024 |
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Geneos Wealth Management | 91k | $7.5M | 5% | Mar 2024 |
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Baird Financial | 90k | $7.5M | 4% | Dec 2023 |
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Northwest Wealth Management | 89k | $7.4M | 1% | Mar 2024 |
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McAdam | 86k | $7.1M | -2% | Mar 2024 |
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CarsonAllaria Wealth Management | 86k | $7.1M | 12% | Mar 2024 |
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Oakmont Partners | 86k | $7.1M | 100% | Mar 2024 |
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Ledge Wealth Management | 84k | $7.0M | 0% | Dec 2023 |
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Diversified | 82k | $6.8M | -3% | Mar 2024 |
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Red Door Wealth Management | 82k | $6.8M | -22% | Mar 2024 |
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Probity Advisors | 79k | $6.6M | 5% | Mar 2024 |
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ALPS Advisors | 79k | $6.5M | 2% | Dec 2023 |
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Nwam | 78k | $6.4M | 5% | Mar 2024 |
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Aire Advisors | 76k | $6.3M | 0% | Mar 2024 |
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Financial Counselors | 76k | $6.3M | -1% | Mar 2024 |
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Salomon & Ludwin | 75k | $6.2M | -2% | Mar 2024 |
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LPWM | 75k | $5.9M | 1% | Mar 2024 |
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Raymond James Financial Services Advisors | 72k | $6.0M | 8% | Mar 2024 |
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Kades & Cheifetz | 64k | $5.3M | 0% | Mar 2024 |
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Ohe Financial | 64k | $5.3M | 2% | Mar 2024 |
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Clark Capital Management Group | 64k | $5.3M | -35% | Mar 2024 |
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Financial Guidance Group | 63k | $5.2M | -1% | Mar 2024 |
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Aptus Capital Advisors | 63k | $5.2M | 100% | Mar 2024 |
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Warren Averett Asset Management | 63k | $5.2M | 1288% | Mar 2024 |
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Melone Private Wealth | 62k | $5.2M | 0% | Mar 2024 |
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New Hampshire Trust | 61k | $5.1M | -5% | Mar 2024 |
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Strategic Financial | 60k | $5.0M | 0% | Dec 2023 |
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Palisades Hudson Asset Management | 59k | $4.9M | 0% | Mar 2024 |
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Comprehensive Portfolio Management | 58k | $4.8M | -1% | Mar 2024 |
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Facet Wealth | 58k | $4.7M | 0% | Mar 2024 |
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Fragasso | 57k | $4.7M | 1% | Mar 2024 |
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Emerald Investment Partners | 57k | $4.7M | -12% | Mar 2024 |
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Provident Wealth Management | 56k | $4.7M | 1% | Mar 2024 |
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Krilogy Financial | 55k | $4.6M | -9% | Mar 2024 |
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Interactive Financial Advisors | 53k | $4.4M | 294% | Mar 2024 |
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Modera Wealth Management | 52k | $4.4M | -1% | Mar 2024 |
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Marietta Wealth Management | 52k | $4.3M | 1% | Mar 2024 |
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Pinnacle Financial Partners | 52k | $4.3M | -3% | Mar 2024 |
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Waller Financial Planning Group | 51k | $4.3M | 0% | Dec 2023 |
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Clarus Wealth Advisors | 51k | $4.0M | 2% | Mar 2024 |
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Financial Synergies Wealth Advisors | 51k | $4.2M | -68% | Mar 2024 |
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Moneta Group Investment Advisors | 50k | $4.1M | -8% | Dec 2023 |
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Royal Bank of Canada | 50k | $4.1M | -23% | Mar 2024 |
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Captrust Financial Advisors | 48k | $4.0M | -3% | Mar 2024 |
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Two Sigma Investments | 48k | $3.9M | 62% | Mar 2024 |
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Annapolis Financial Services | 48k | $3.9M | 0% | Mar 2024 |
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Private Advisor | 47k | $3.9M | 3% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 46k | $3.9M | -19% | Mar 2024 |
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Susquehanna International | 46k | $3.8M | 100% | Mar 2024 |
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Larson Financial Group | 46k | $3.8M | -4% | Mar 2024 |
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Prestige Wealth Management Group | 45k | $3.7M | 23% | Mar 2024 |
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Total Wealth Planning | 44k | $3.7M | -4% | Mar 2024 |
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New England Capital Financial Advisors | 44k | $3.6M | 10% | Mar 2024 |
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Congress Wealth Management LLC / DE / | 44k | $3.6M | -5% | Mar 2024 |
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TAGStone Capital | 43k | $3.6M | 4% | Mar 2024 |
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SRS Capital Advisors | 43k | $3.6M | 7% | Dec 2023 |
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Savant Capital Management | 41k | $3.4M | -2% | Mar 2024 |
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Tortoise Investment Management | 40k | $3.3M | 8% | Mar 2024 |
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RFG Advisory | 40k | $3.3M | 10% | Mar 2024 |
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Stratos Wealth Advisors | 40k | $3.3M | 4% | Mar 2024 |
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Marotta Asset Management | 40k | $3.3M | 0% | Dec 2023 |
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Janney Montgomery Scott | 39k | $3.2M | 0% | Mar 2024 |
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JNBA Financial Advisors | 38k | $3.2M | -8% | Mar 2024 |
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Morton Brown Family Wealth | 38k | $3.1M | -69% | Mar 2024 |
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Strategies Wealth Advisors | 38k | $3.1M | -3% | Mar 2024 |
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Calton & Associates | 37k | $3.1M | 1% | Mar 2024 |
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Collective Family Office | 36k | $3.0M | 0% | Mar 2024 |
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Gladstone Institutional Advisory | 36k | $3.0M | 3% | Dec 2023 |
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Blue Barn Wealth | 35k | $2.9M | 2% | Mar 2024 |
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Pathstone Holdings | 34k | $2.8M | 0% | Mar 2024 |
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Tradition Wealth Management | 34k | $2.8M | 100% | Mar 2024 |
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Indie Asset Partners | 33k | $2.8M | 7% | Mar 2024 |
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Ameritas Advisory Services | 33k | $2.7M | 2% | Dec 2023 |
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Chicago Partners Investment | 32k | $2.5M | 4% | Mar 2024 |
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Good Life Advisors | 32k | $2.7M | 1% | Mar 2024 |
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Bailard | 32k | $2.6M | 2% | Mar 2024 |
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Massey, Quick & Co | 30k | $2.5M | -22% | Mar 2024 |
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Kingsview Wealth Management | 30k | $2.5M | 2% | Mar 2024 |
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Thrivent Financial for Lutherans | 30k | $2.5M | -7% | Mar 2024 |
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My Purposeful Wealth Corp. | 28k | $2.4M | 12% | Mar 2024 |
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D. E. Shaw & Co | 28k | $2.3M | 100% | Mar 2024 |
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Denver Wealth Management | 27k | $2.3M | -59% | Mar 2024 |
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Krasney Financial | 27k | $2.2M | -12% | Mar 2024 |
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Lauer Wealth | 25k | $2.0M | -28% | Mar 2024 |
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Betterment | 23k | $1.9M | -78% | Mar 2024 |
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Citadel Advisors | 7.1k | $588k | -89% | Mar 2024 |
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Reston Wealth Management | 6.6k | $548k | -96% | Mar 2024 |
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Who sold out of SPDR DJ Wilshire Small Cap Value?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Northern Capital Management | Sep 2023 | 42k | $3.0M |