Who owns SPDR DJ Wilshire Large Cap?
- Ticker: SPLG
- CUSIP Number: 78464A854
Tip: Access positions for across all investors
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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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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