Who owns SPDR DJ Wilshire Large Cap Value?
- Ticker: SPYV
- CUSIP Number: 78464A508
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Large Cap Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire Large Cap Value stock
Who bought or sold SPDR DJ Wilshire Large Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hanson McClain Advisors | 19M | $865M | 5% | Dec 2023 |
|
| Horizon Investments | 8.4M | $391M | 77% | Dec 2023 |
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| ValMark Advisers | 7.4M | $343M | 0% | Dec 2023 |
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| Advisor Group Holdings | 7.3M | $339M | 44% | Dec 2023 |
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| UBS Group | 6.5M | $304M | 7% | Dec 2023 |
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| Bank of America Corporation | 5.5M | $255M | 2% | Dec 2023 |
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| CWM | 4.9M | $247M | 13% | Mar 2024 |
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| Raymond James Financial Services Advisors | 4.6M | $216M | 23% | Dec 2023 |
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| Royal Bank of Canada | 4.5M | $210M | 69% | Dec 2023 |
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| Bank of New York Mellon | 4.0M | $186M | 40% | Dec 2023 |
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| Jpmorgan Chase & Co | 3.7M | $175M | 681% | Dec 2023 |
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| Franklin Resources | 3.7M | $171M | 9% | Dec 2023 |
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| Willis Johnson & Associates | 3.6M | $170M | 4% | Dec 2023 |
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| Betterment | 3.4M | $157M | 18% | Dec 2023 |
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| Advisory Alpha | 3.3M | $156M | 3% | Dec 2023 |
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| Tiaa Trust, National Association | 3.2M | $150M | 12% | Dec 2023 |
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| HPM Partners | 3.1M | $144M | 4% | Dec 2023 |
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| Townsquare Capital | 2.4M | $111M | 4% | Dec 2023 |
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| Quotient Wealth Partners | 2.4M | $110M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 2.3M | $108M | 3% | Dec 2023 |
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| Connecticut Wealth Management | 2.3M | $108M | 5% | Dec 2023 |
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| First National Trust Company | 2.3M | $107M | 160% | Dec 2023 |
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| Private Advisor | 2.2M | $104M | 18% | Dec 2023 |
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| Lutz Financial Services | 2.2M | $103M | 5% | Dec 2023 |
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| AE Wealth Management | 2.0M | $95M | -3% | Dec 2023 |
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| NorthRock Partners | 2.0M | $92M | -5% | Dec 2023 |
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| Massey, Quick & Co | 1.9M | $89M | 0% | Dec 2023 |
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| Financial Gravity Wealth | 1.9M | $75M | 0% | Dec 2023 |
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| HighTower Advisors | 1.7M | $82M | 8% | Dec 2023 |
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| Putnam Fl Investment Management | 1.7M | $77M | 246% | Dec 2023 |
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| Goldman Sachs Group | 1.6M | $76M | 33% | Dec 2023 |
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| Old National Trust Company | 1.6M | $81M | 3% | Mar 2024 |
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| N.E.W. Advisory Services | 1.6M | $72M | 305% | Dec 2023 |
|
| ERTS Wealth Advisors | 1.5M | $72M | 1% | Dec 2023 |
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| KWB Wealth | 1.4M | $67M | -18% | Dec 2023 |
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| Octavia Wealth Advisors | 1.4M | $68M | 4728% | Mar 2024 |
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| Orion Portfolio Solutions | 1.3M | $63M | 2377% | Dec 2023 |
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| Janney Montgomery Scott | 1.3M | $59M | 6% | Dec 2023 |
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| Wells Fargo & Company | 1.2M | $57M | 2% | Dec 2023 |
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| Nottingham Advisors | 1.2M | $48M | -1% | Dec 2023 |
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| CoreCap Advisors | 1.2M | $55M | -1% | Dec 2023 |
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| Klingman & Associates | 1.2M | $54M | -1% | Dec 2023 |
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| AlphaStar Capital Management | 1.2M | $54M | -30% | Dec 2023 |
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| Arrow Financial Corp. | 1.1M | $53M | 0% | Dec 2023 |
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| Mercer Global Advisors | 1.1M | $53M | -6% | Dec 2023 |
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| Commonwealth Equity Services | 1.1M | $50M | 10% | Dec 2023 |
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| Envestnet Portfolio Solutions | 1.1M | $50M | 100% | Dec 2023 |
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| Alera Investment Advisors | 1.0M | $47M | -2% | Dec 2023 |
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| Stifel Financial | 980k | $46M | 7% | Dec 2023 |
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| Accredited Investors | 959k | $45M | -6% | Dec 2023 |
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| Good Life Advisors | 951k | $44M | 55% | Dec 2023 |
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| Flagship Harbor Advisors | 944k | $47M | -23% | Mar 2024 |
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| Cambridge Investment Research Advisors | 929k | $43M | -23% | Dec 2023 |
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| Alesco Advisors | 903k | $42M | -65% | Dec 2023 |
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| Founders Financial Securities | 889k | $42M | 12% | Dec 2023 |
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| Whitcomb & Hess | 862k | $43M | -8% | Mar 2024 |
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| Compton Financial Group | 862k | $40M | -1% | Dec 2023 |
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| Facet Wealth | 834k | $39M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 811k | $41M | -51% | Mar 2024 |
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| Brookstone Capital Management | 761k | $38M | 38% | Mar 2024 |
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| BIP Wealth | 743k | $35M | -5% | Dec 2023 |
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| Measured Wealth Private Client Group | 723k | $34M | -3% | Dec 2023 |
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| Creative Financial Designs | 694k | $32M | 9% | Dec 2023 |
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| Honkamp Krueger Financial Services | 690k | $32M | 11% | Dec 2023 |
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| CI Private Wealth | 686k | $32M | -3% | Dec 2023 |
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| Williams Financial | 686k | $34M | 100% | Mar 2024 |
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| Balanced Wealth Group | 643k | $30M | 100% | Dec 2023 |
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| Krasney Financial | 618k | $31M | 2% | Mar 2024 |
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| Raymond James & Associates | 590k | $28M | 8% | Dec 2023 |
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| Benjamin F. Edwards & Company | 589k | $27M | 11% | Dec 2023 |
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| Edmonds Duncan Registered Investment Advisors | 586k | $27M | 7% | Dec 2023 |
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| Integrys Wealth Advisors | 585k | $29M | -2% | Mar 2024 |
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| Woodard & Co Asset Management Group | 578k | $27M | -20% | Dec 2023 |
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| Choice Wealth Advisors | 550k | $26M | -4% | Dec 2023 |
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| Meritage Portfolio Management | 539k | $25M | 129% | Dec 2023 |
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| Riversedge Advisors | 537k | $25M | 0% | Dec 2023 |
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| Tennessee Valley Asset Management Partners | 523k | $24M | 2% | Dec 2023 |
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| ERn Financial | 518k | $26M | 4% | Mar 2024 |
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| First Command Advisory Services | 518k | $24M | 3% | Dec 2023 |
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| PFG Financial Advisors | 517k | $24M | -3% | Dec 2023 |
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| Sanchez Wealth Management Group | 499k | $23M | -2% | Dec 2023 |
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| Rodgers & Associates | 499k | $23M | 4% | Dec 2023 |
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| Western Wealth Management | 485k | $23M | 25% | Dec 2023 |
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| Parker Investment Management | 485k | $23M | 100% | Dec 2023 |
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| Merit Financial Group | 481k | $22M | 16% | Dec 2023 |
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| Money Design | 479k | $22M | -6% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 475k | $22M | 6% | Dec 2023 |
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| Yeomans Consulting Group | 475k | $22M | 100% | Dec 2023 |
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| Hamilton Capital Management | 472k | $22M | -87% | Dec 2023 |
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| Pinnacle Wealth Planning Services | 453k | $21M | 1% | Dec 2023 |
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| Geneos Wealth Management | 451k | $21M | 10% | Dec 2023 |
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| Brandywine Oak Private Wealth | 442k | $21M | 2% | Dec 2023 |
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| TSFG | 439k | $22M | 49% | Mar 2024 |
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| Garrett Investment Advisors | 437k | $22M | 19% | Mar 2024 |
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| Principal Securities | 435k | $20M | 100% | Dec 2023 |
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| Windsor Capital Management | 422k | $21M | -1% | Mar 2024 |
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| Visionary Horizons | 419k | $20M | 4% | Mar 2024 |
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| Harbor Group | 413k | $21M | 4% | Mar 2024 |
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| Bp Wealth Management | 413k | $19M | -54% | Dec 2023 |
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| Larson Financial Group | 408k | $19M | -5% | Dec 2023 |
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| Executive Wealth Management | 408k | $19M | -3% | Dec 2023 |
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| Stratos Wealth Partners | 398k | $20M | 34% | Mar 2024 |
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| Retirement Planning Group | 392k | $20M | 3% | Mar 2024 |
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| Personal Resources Investment & Strategic Management | 390k | $20M | 1% | Mar 2024 |
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| Ackerman Capital Advisors | 390k | $18M | -10% | Dec 2023 |
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| Pure Financial Advisors | 390k | $20M | -3% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 380k | $18M | 22% | Dec 2023 |
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| Alta Wealth Advisors | 380k | $18M | 81% | Dec 2023 |
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| One Capital Management | 379k | $18M | -1% | Dec 2023 |
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| Michael S. Ryan | 377k | $18M | 5% | Dec 2023 |
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| Baird Financial | 374k | $17M | 10% | Dec 2023 |
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| M^T Bank Corporation | 372k | $17M | -4% | Dec 2023 |
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| Atticus Wealth Management | 370k | $17M | -16% | Dec 2023 |
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| Global Retirement Partners | 366k | $17M | 28% | Dec 2023 |
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| Atria Wealth Solutions | 366k | $17M | 64% | Dec 2023 |
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| Leicht Financial Planning & Wealth Management | 366k | $17M | -22% | Dec 2023 |
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| SkyOak Wealt | 361k | $17M | 9% | Dec 2023 |
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| Horizon Wealth Management | 356k | $17M | 100% | Dec 2023 |
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| Steel Peak Wealth Management | 344k | $16M | -31% | Dec 2023 |
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| Navalign | 338k | $17M | 0% | Mar 2024 |
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| Great Valley Advisor Group | 330k | $15M | 13% | Dec 2023 |
|
| CarsonAllaria Wealth Management | 327k | $15M | 2% | Dec 2023 |
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| Courier Capital Corp | 326k | $16M | 5% | Mar 2024 |
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| Charles Schwab Investment Management | 323k | $15M | -26% | Dec 2023 |
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| TPG Financial Advisors | 322k | $15M | 0% | Dec 2023 |
|
| Dfpg Investments | 320k | $15M | 7% | Dec 2023 |
|
| Wealth Advisors of Iowa | 317k | $15M | -3% | Dec 2023 |
|
| McAdam | 315k | $15M | 3% | Dec 2023 |
|
| Diligent Investors | 305k | $14M | -4% | Dec 2023 |
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| Retirement Financial Solutions | 298k | $14M | 8% | Dec 2023 |
|
| Destiny Capital Corp | 293k | $14M | 100% | Dec 2023 |
|
| Great Lakes Retirement | 290k | $14M | -6% | Dec 2023 |
|
| SilverOak Wealth Management | 282k | $13M | 100% | Dec 2023 |
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| Meridian Wealth Management | 282k | $13M | 0% | Dec 2023 |
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| Mirae Asset Global Investments | 282k | $13M | 100% | Dec 2023 |
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| Demars Financial Group | 281k | $13M | 100% | Dec 2023 |
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| JNBA Financial Advisors | 281k | $13M | 1% | Dec 2023 |
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| Advisor Resource Council | 272k | $13M | 100% | Dec 2023 |
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| Strategic Financial | 270k | $13M | 4% | Dec 2023 |
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| H D Vest Advisory Services | 267k | $12M | 10% | Dec 2023 |
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| Reston Wealth Management | 263k | $12M | 9% | Dec 2023 |
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| Private Wealth Group | 262k | $12M | 5% | Dec 2023 |
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| Systelligence | 259k | $13M | -2% | Mar 2024 |
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| Keystone Financial Group | 259k | $12M | 7% | Dec 2023 |
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| Kingsview Wealth Management | 257k | $12M | 1% | Dec 2023 |
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| Branch Banking & Trust Company | 253k | $12M | 16% | Dec 2023 |
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| Northern Oak Capital Management | 249k | $12M | 18% | Dec 2023 |
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| GPS Wealth Strategies Group | 248k | $12M | -24% | Dec 2023 |
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| New England Capital Financial Advisors | 245k | $11M | 1% | Dec 2023 |
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| Horizon Financial Services | 245k | $11M | 0% | Dec 2023 |
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| Monticello Wealth Management | 229k | $11M | -13% | Dec 2023 |
|
| My Purposeful Wealth Corp. | 214k | $10M | -21% | Dec 2023 |
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| Fortune 45 | 61k | $2.9M | -76% | Dec 2023 |
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