Who owns SPDR DJ Wilshire Large Cap?

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

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Top investors of SPDR DJ Wilshire Large Cap stock

Who bought or sold SPDR DJ Wilshire Large Cap this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Creative Planning 27M $1.5B 2% Dec 2023
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Advance Capital Management 13M $810M 121% Mar 2024
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Jpmorgan Chase & Co 12M $652M 16% Dec 2023
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Bank of America Corporation 7.8M $439M 42% Dec 2023
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AE Wealth Management 7.8M $447M 7% Dec 2023
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Advisor Group Holdings 7.3M $411M 1% Dec 2023
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CWM 6.5M $401M 10% Mar 2024
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Advocacy Wealth Management Services 5.3M $328M 169% Mar 2024
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Assetmark 4.2M $237M 1% Dec 2023
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Private Advisor 4.2M $235M 0% Dec 2023
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Gradient Investments 3.6M $223M -4% Mar 2024
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Wealthcare Advisory Partners 3.1M $189M 17% Mar 2024
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GM Advisory 3.0M $170M 5% Dec 2023
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Capital Analysts 2.8M $156M 1% Dec 2023
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Mariner Wealth Advisors 2.5M $138M 16% Dec 2023
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Monticello Wealth Management 2.4M $136M 1777% Dec 2023
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Peterson Wealth Advisors 2.4M $147M 1% Mar 2024
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Raymond James Financial Services Advisors 2.3M $141M -17% Mar 2024
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Wells Fargo & Company 2.1M $119M 8% Dec 2023
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Cambridge Investment Research Advisors 2.0M $124M 5% Mar 2024
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Austin Private Wealth 2.0M $123M -15% Mar 2024
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Tennessee Valley Asset Management Partners 1.9M $120M 22% Mar 2024
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Taiyo Life Insurance 1.9M $109M 0% Dec 2023
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SigFig Wealth Management 1.8M $99M -25% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.7M $96M 17% Dec 2023
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HighTower Advisors 1.6M $89M 16% Dec 2023
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Wealth Enhancement Advisory Services 1.6M $98M -4% Mar 2024
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Goldman Sachs Group 1.5M $86M 97% Dec 2023
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Sand Hill Advisors 1.5M $84M 100% Dec 2023
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Global Retirement Partners 1.5M $93M 10% Mar 2024
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Bridgeworth 1.5M $82M 1% Dec 2023
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Stratos Wealth Partners 1.4M $88M 0% Mar 2024
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AlphaStar Capital Management 1.4M $80M 36% Dec 2023
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N.E.W. Advisory Services 1.4M $87M -2% Mar 2024
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West Wealth Group 1.4M $79M 5% Dec 2023
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Brookstone Capital Management 1.4M $86M -7% Mar 2024
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KWB Wealth 1.4M $85M -15% Mar 2024
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Two Sigma Investments 1.4M $76M 312% Dec 2023
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OneAscent Financial Services 1.3M $78M -10% Mar 2024
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Royal Bank of Canada 1.2M $66M 40% Dec 2023
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Armstrong Advisory Group 1.2M $64M 0% Mar 2024
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Horst & Graben Wealth Management 1.1M $70M -22% Mar 2024
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RiverFront Investment Group 1.1M $63M 100% Dec 2023
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Girard Partners 1.1M $62M -1% Dec 2023
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Security Financial Services 1.1M $66M -4% Mar 2024
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Compass Ion Advisors 1.1M $65M -2% Mar 2024
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Raymond James & Associates 1.1M $65M -8% Mar 2024
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One Wealth Advisors 1.0M $63M -11% Mar 2024
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Great Valley Advisor Group 1.0M $56M 23% Dec 2023
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Change Path 992k $56M 24% Dec 2023
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Horizon Wealth Management 992k $61M 7% Mar 2024
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Detalus Advisors 988k $61M -2% Mar 2024
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Standpoint Asset Management 979k $55M 2% Dec 2023
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Badgley Phelps Wealth Managers 951k $53M 1% Dec 2023
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Streettalk Advisors 919k $51M 34% Dec 2023
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Allen Capital Group 918k $57M 4% Mar 2024
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Kestra Advisory Services 896k $50M 12% Dec 2023
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New Perspectives 884k $54M 100% Mar 2024
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O'Dell Group 856k $48M -2% Dec 2023
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UMA Financial Services 856k $51M -18% Mar 2024
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Sontag Advisory 835k $47M -2% Dec 2023
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Brown Financial Advisory 834k $47M 0% Dec 2023
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Keystone Financial Group 799k $45M 17% Dec 2023
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Clear Creek Financial Management 771k $43M 95% Dec 2023
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Davidson Capital Management 767k $43M 1% Dec 2023
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Private Wealth Group 761k $43M 37% Dec 2023
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Auour Investments 747k $43M 1% Dec 2023
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IAG Wealth Partners 738k $45M 1% Mar 2024
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Good Life Advisors 734k $41M 4% Dec 2023
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Commonwealth Equity Services 725k $41M 33% Dec 2023
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Park Avenue Securities 719k $44M 2% Mar 2024
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Dynamic Advisors Solutions 716k $44M -1% Mar 2024
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Priebe Wealth Holdings 708k $44M 3% Mar 2024
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Financial Enhancement 707k $43M 1% Mar 2024
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Denver Wealth Management 707k $44M 58% Mar 2024
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Sequoia Financial Advisors 697k $39M 106% Dec 2023
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UBS Group 695k $39M 10% Dec 2023
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Focus Financial Network 691k $39M 100% Dec 2023
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Forthright Family Wealth Advisory 676k $38M 100% Dec 2023
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Ccg Wealth Management 670k $41M -2% Mar 2024
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Daido Life Insurance 669k $37M 0% Dec 2023
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Gladstone Institutional Advisory 649k $36M -6% Dec 2023
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Snowden Capital Advisors 635k $36M 1% Dec 2023
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Merit Financial Group 619k $35M -3% Dec 2023
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ODonnell Financial Services 593k $37M 13307% Mar 2024
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Vertex Planning Partners 591k $33M 45% Dec 2023
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Cahaba Wealth Management 586k $36M -1% Mar 2024
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Buttonwood Financial Group 581k $36M -5% Mar 2024
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Executive Wealth Management 579k $32M 3% Dec 2023
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Moneta Group Investment Advisors 556k $31M -4% Dec 2023
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Keel Point 550k $34M 0% Mar 2024
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Nottingham Advisors 547k $25M 16% Dec 2023
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TSA Wealth Managment 544k $30M 100% Dec 2023
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Crown Wealth Group 543k $30M 7% Dec 2023
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Market Street Wealth Management Advisors 542k $33M -9% Mar 2024
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Cornerstone Wealth Management 542k $33M 0% Mar 2024
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Advisory Alpha 534k $30M -8% Dec 2023
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Janney Montgomery Scott 523k $29M -23% Dec 2023
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PSI Advisors 507k $28M 9% Dec 2023
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Vestmark Advisory Solutions 499k $28M 70% Dec 2023
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Principal Securities 459k $26M 100% Dec 2023
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Astor Investment Management 437k $24M -11% Dec 2023
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Sugarloaf Wealth Management 437k $27M 26% Mar 2024
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Goodman Advisory Group 436k $24M 22% Dec 2023
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Walkner Condon Financial Advisors 436k $27M 56% Mar 2024
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Us Bancorp 434k $24M 9% Dec 2023
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AdvisorNet Financial 429k $26M 32% Mar 2024
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Wealth Advisors of Iowa 418k $23M -26% Dec 2023
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RFG Advisory 417k $26M 40% Mar 2024
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Harbour Investments 416k $23M 15% Dec 2023
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Focus Financial Network 414k $24M 100% Mar 2024
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Flagship Harbor Advisors 412k $25M 38% Mar 2024
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Lincoln National 408k $23M 112% Dec 2023
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Strategic Blueprint 407k $25M -6% Mar 2024
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Retirement Income Solutions 404k $23M 5% Dec 2023
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Tradition Wealth Management 401k $22M 14% Dec 2023
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Atria Wealth Solutions 400k $22M 7% Dec 2023
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Penobscot Wealth Management 392k $22M -1% Dec 2023
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Fifth Third Bancorp 374k $23M 25% Mar 2024
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Highland Financial Advisors 370k $21M 9% Dec 2023
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Spectrum Planning & Advisory Services 359k $20M 3% Dec 2023
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Mayflower Financial Advisors 359k $20M 33% Dec 2023
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Montz Harcus Wealth Management 359k $20M -4% Dec 2023
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IFP Advisors 358k $20M -12% Dec 2023
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Western Wealth Management 354k $20M 8% Dec 2023
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Cypress Wealth Services 353k $22M -15% Mar 2024
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Principal Financial Group 353k $20M 3% Dec 2023
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Apeiron RIA 353k $22M 0% Mar 2024
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First Heartland Consultants 351k $20M 1% Dec 2023
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TNF 350k $20M 3% Dec 2023
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Two Sigma Advisers 348k $19M 116% Dec 2023
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Branch Banking & Trust Company 341k $19M 87% Dec 2023
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Tidemark 340k $19M 100% Dec 2023
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Huntington Asset Advisors 340k $21M 100% Mar 2024
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Atria Investments 334k $19M 12% Dec 2023
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Vivaldi Capital Management 333k $19M 7% Dec 2023
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Jump Financial 329k $18M 100% Dec 2023
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My Legacy Advisors 328k $18M 6% Dec 2023
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Wagner Bowman Management 324k $20M 5% Mar 2024
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Baystate Wealth Management 322k $18M 10% Dec 2023
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Ffg Retirement Advisors 322k $18M 14% Dec 2023
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Steele Capital Management 320k $20M -6% Mar 2024
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Americana Partners 316k $18M 1% Dec 2023
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Windsor Capital Management 314k $19M -4% Mar 2024
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Envestnet Portfolio Solutions 313k $18M 100% Dec 2023
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Level Four Advisory Services 312k $17M 3% Dec 2023
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Ausdal Financial Partners 310k $19M -13% Mar 2024
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Allianz Asset Management 301k $17M 28% Dec 2023
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North Star Asset Management 293k $16M 1162% Dec 2023
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Kmg Fiduciary Partners 289k $18M 3% Mar 2024
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B.O.S.S. Retirement Advisors 283k $16M -5% Dec 2023
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Strategic Financial 282k $16M -9% Dec 2023
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CI Private Wealth 249k $14M -19% Dec 2023
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Flynn Zito Capital Management 212k $12M -38% Dec 2023
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Adams Wealth Management 149k $8.3M -55% Dec 2023
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Summit Global Investments 72k $4.0M -76% Dec 2023
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Eagle Strategies 8.7k $538k -98% Mar 2024
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