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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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 |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C | 74M | $3.0B | 2% | Sep 2023 |
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LPL Financial | 28M | $1.2B | 6% | Sep 2023 |
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Hanson McClain Advisors | 19M | $865M | 5% | Dec 2023 |
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Horizon Investments | 8.4M | $391M | 77% | Dec 2023 |
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Morgan Stanley | 7.4M | $304M | 1% | Sep 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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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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CWM | 4.3M | $203M | 22% | Dec 2023 |
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Envestnet Asset Management | 4.3M | $179M | -12% | Sep 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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Nicolet Advisory Services | 3.4M | $138M | 3% | Sep 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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Ameriprise Financial | 2.7M | $113M | 40% | Sep 2023 |
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Equitable Holdings | 2.7M | $112M | 5% | Sep 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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Wealth Enhancement Advisory Services | 1.7M | $77M | -5% | 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 | $73M | 4% | Dec 2023 |
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N.E.W. Advisory Services | 1.6M | $72M | 305% | Dec 2023 |
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ERTS Wealth Advisors | 1.5M | $72M | 1% | Dec 2023 |
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Financial Network Investment Corporation | 1.5M | $63M | 39% | Sep 2023 |
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Magnus Financial Group | 1.5M | $61M | 10% | Sep 2023 |
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KWB Wealth | 1.4M | $67M | -18% | Dec 2023 |
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Orion Portfolio Solutions | 1.3M | $63M | 2377% | Dec 2023 |
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Angeles Wealth Management | 1.3M | $54M | 15% | Sep 2023 |
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Janney Montgomery Scott | 1.3M | $59M | 6% | Dec 2023 |
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Gerber Kawasaki Wealth & Investment Management | 1.3M | $53M | 11% | Sep 2023 |
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Wells Fargo & Company | 1.2M | $57M | 2% | Dec 2023 |
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Flagship Harbor Advisors | 1.2M | $57M | 1% | 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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FMR | 1.1M | $47M | 1% | Sep 2023 |
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Mercer Global Advisors | 1.1M | $53M | -6% | Dec 2023 |
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Nicolet Bankshares | 1.1M | $46M | -1% | Sep 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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Perennial Investment Advisors | 943k | $39M | -1% | Sep 2023 |
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Whitcomb & Hess | 936k | $44M | 0% | Dec 2023 |
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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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Compton Financial Group | 862k | $40M | -1% | Dec 2023 |
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Facet Wealth | 834k | $39M | 0% | Dec 2023 |
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First Republic Investment Management | 779k | $32M | -1% | Sep 2023 |
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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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Prudential Financial | 692k | $29M | -1% | Sep 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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IHT Wealth Management | 668k | $28M | 10% | Sep 2023 |
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Balanced Wealth Group | 643k | $30M | 100% | Dec 2023 |
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Krasney Financial | 608k | $28M | 0% | Dec 2023 |
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Integrys Wealth Advisors | 596k | $28M | -2% | Dec 2023 |
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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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Cetera Investment Advisers | 579k | $24M | 22% | Sep 2023 |
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Woodard & Co Asset Management Group | 578k | $27M | -20% | Dec 2023 |
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Northern Trust | 557k | $23M | 0% | Sep 2023 |
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Brookstone Capital Management | 553k | $26M | -15% | 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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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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ERn Financial | 499k | $23M | 237% | 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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Mml Investors Services | 442k | $18M | -4% | Sep 2023 |
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Principal Securities | 435k | $20M | 100% | Dec 2023 |
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Windsor Capital Management | 425k | $20M | -1% | Dec 2023 |
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Thrivent Financial for Lutherans | 416k | $17M | 130% | Sep 2023 |
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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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Pure Financial Advisors | 404k | $19M | -3% | Dec 2023 |
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Susquehanna International | 404k | $17M | 137% | Sep 2023 |
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Visionary Horizons | 403k | $19M | 100% | Dec 2023 |
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Harbor Group | 398k | $19M | 1% | Dec 2023 |
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Ackerman Capital Advisors | 390k | $18M | -10% | Dec 2023 |
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Personal Resources Investment & Strategic Management | 388k | $18M | -3% | Dec 2023 |
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Retirement Planning Group | 381k | $18M | 3247% | Dec 2023 |
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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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Garrett Investment Advisors | 367k | $17M | -1% | 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 | 340k | $16M | 2% | Dec 2023 |
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Great Valley Advisor Group | 330k | $15M | 13% | Dec 2023 |
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CarsonAllaria Wealth Management | 327k | $15M | 2% | Dec 2023 |
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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 |
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Dfpg Investments | 320k | $15M | 7% | Dec 2023 |
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Wealth Advisors of Iowa | 317k | $15M | -3% | Dec 2023 |
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McAdam | 315k | $15M | 3% | Dec 2023 |
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Courier Capital Corp | 311k | $15M | 1% | Dec 2023 |
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Diligent Investors | 305k | $14M | -4% | Dec 2023 |
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Retirement Financial Solutions | 298k | $14M | 8% | Dec 2023 |
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Stratos Wealth Partners | 298k | $14M | 34% | Dec 2023 |
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Great Lakes Retirement | 290k | $14M | -6% | Dec 2023 |
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GPS Wealth Strategies Group | 248k | $12M | -24% | Dec 2023 |
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Amerivest Investment Management | 0 | $0 | -100% | Sep 2023 |
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