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
Creative Planning 16M $906M 6% Dec 2021
Bank of America Corporation 5.4M $301M 100% Dec 2021
AE Wealth Management 5.0M $277M 27% Dec 2021
55i 4.9M $262M 48% Mar 2022
Financial Engines Advisors L.L.C 4.8M $255M -1% Mar 2022
Advisor Group Holdings 3.7M $195M -3% Mar 2022
Private Advisor 3.6M $202M 0% Mar 2022
Wealthcare Advisory Partners 3.4M $180M 1% Mar 2022
Gradient Investments 3.4M $189M 13% Dec 2021
Brookstone Capital Management 3.2M $168M 19% Mar 2022
Envestnet Asset Management 2.6M $141M -13% Mar 2022

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Cambridge Investment Research Advisors 2.4M $133M 4% Dec 2021
Peterson Wealth Advisors 2.1M $112M 5% Mar 2022
Wells Fargo & Company 2.0M $114M 25% Dec 2021
Trilogy Capital 1.9M $101M 10% Mar 2022
Morgan Stanley 1.8M $96M 100% Mar 2022
Capital Analysts 1.7M $95M 2% Dec 2021
D. J. St. Germain 1.6M $89M 90% Dec 2021
KWB Wealth 1.5M $86M 0% Mar 2022
N.E.W. Advisory Services 1.2M $56M -9% Mar 2022
West Wealth Group 1.1M $59M 43% Mar 2022
Clear Perspective Advisors 1.0M $57M 21% Dec 2021
Astor Investment Management 1.0M $56M 25% Dec 2021
CWM 996k $53M -15% Mar 2022
Strategic Wealth Advisors 981k $52M 16% Mar 2022
Security Financial Services 852k $45M 45% Mar 2022
Lenox Wealth Advisors 845k $45M 6% Mar 2022
Horst & Graben Wealth Management 837k $44M 58% Mar 2022
Girard Partners 823k $44M 55% Mar 2022
Affinia Financial Group 773k $42M -4% Dec 2021
Buttonwood Financial Group 773k $41M 100% Mar 2022
Raymond James Financial Services Advisors 772k $41M 95% Mar 2022
GM Advisory 767k $41M 14% Mar 2022
O'Dell Group 766k $41M 5% Mar 2022
Private Wealth Group 766k $41M -18% Mar 2022
Great Valley Advisor Group 754k $40M 12% Mar 2022
New Perspectives 739k $39M 3% Mar 2022
Advance Capital Management 735k $39M -23% Mar 2022
Aptus Capital Advisors 727k $39M -6% Mar 2022
Austin Private Wealth 725k $39M 63% Mar 2022
Change Path 714k $38M 44% Mar 2022
TCWP 704k $37M 100% Mar 2022
Good Life Advisors 698k $37M 8% Mar 2022
CSM Advisors 678k $38M -2% Dec 2021
Lloyd Advisory Services 676k $36M 10% Mar 2022
AlphaStar Capital Management 670k $36M -65% Mar 2022
Thrivent Financial for Lutherans 656k $35M -27% Mar 2022
IAG Wealth Partners 651k $36M -6% Dec 2021
Nottingham Advisors 641k $34M -9% Mar 2022
Brown Financial Advisory 632k $34M 6% Mar 2022
Ccg Wealth Management 631k $34M 14% Mar 2022
ODonnell Financial Services 619k $32M -1% Dec 2021
Level Four Advisory Services 616k $33M -5% Mar 2022
UMA Financial Services 605k $31M 44% Mar 2022
Moneta Group Investment Advisors 579k $31M 4% Mar 2022
HighTower Advisors 572k $32M 295% Dec 2021
Vivid Financial Management 554k $31M 14% Dec 2021
Allen Capital Group 533k $28M 1% Mar 2022
Brio Consultants 519k $28M -10% Mar 2022
Keel Point 511k $27M 100% Mar 2022
Mariner Wealth Advisors 505k $27M 40% Mar 2022
Wealth Advisors of Iowa 505k $27M 100% Mar 2022
Clear Creek Financial Management 503k $27M -13% Mar 2022
Client 1st Advisory Group 476k $25M 15% Mar 2022
Mml Investors Services 475k $25M 6% Mar 2022
Strategic Financial 449k $24M 25% Mar 2022
Tectonic Advisors 449k $24M 8% Mar 2022
NSI Retail Advisors 437k $24M -3% Dec 2021
One Wealth Advisors 432k $24M 34% Dec 2021
Windsor Capital Management 425k $24M -1% Dec 2021
Western Wealth Management 423k $23M 100% Mar 2022
Advisory Alpha 421k $22M -8% Mar 2022
Vivaldi Capital Management 398k $22M -2% Dec 2021
Executive Wealth Management 394k $21M -17% Mar 2022
Cornerstone Wealth Management 391k $21M 6% Mar 2022
Sequoia Financial Advisors 390k $21M 100% Mar 2022
IFP Advisors 383k $21M 11% Dec 2021
Personal Wealth Partners 373k $20M 1% Mar 2022
Garrett Wealth Advisory Group 373k $20M 12% Mar 2022
Snowden Capital Advisors 362k $19M 100% Mar 2022
Retirement Income Solutions 352k $19M 4% Mar 2022
Clearview Wealth Advisors 344k $18M 61% Mar 2022
Commonwealth Equity Services 342k $18M 86% Mar 2022
FLC Capital Advisors 338k $18M 16% Mar 2022
RFG Advisory 314k $17M 0% Mar 2022
Montz Harcus Wealth Management 314k $18M 100% Dec 2021
Penobscot Wealth Management 314k $17M 25% Mar 2022
Walkner Condon Financial Advisors 313k $17M 100% Mar 2022
Park Avenue Securities 308k $16M 12% Mar 2022
Cahaba Wealth Management 307k $15M 12% Mar 2022
Bank Hapoalim Bm 305k $16M 0% Mar 2022
Jackson Wealth Management 304k $16M -4% Mar 2022
Tradition Wealth Management 299k $16M 100% Mar 2022
Financial Planners of Cleveland 289k $15M 100% Mar 2022
Ascent Group 289k $15M 18% Mar 2022
Detalus Advisors 284k $15M -40% Mar 2022
Kohmann Bosshard Financial Services 279k $15M 13% Mar 2022
S. R. Schill & Associates 278k $15M -10% Mar 2022
Congress Wealth Management LLC / DE / 265k $15M 100% Dec 2021
AdvisorNet Financial 262k $14M 23% Mar 2022
Financial Futures Ltd Liability 260k $14M -1% Mar 2022
Goldman Sachs Group 253k $14M -3% Mar 2022
TNF 253k $13M 36% Mar 2022
Integrated Wealth Concepts 252k $13M 22% Mar 2022
Raymond James & Associates 252k $13M 48% Mar 2022
Wagner Bowman Management 250k $13M 4% Mar 2022
NEIRG Wealth Management 249k $13M 9% Mar 2022
Wealth Enhancement & Preservation of GA 237k $13M 3% Mar 2022
Ausdal Financial Partners 235k $13M 13% Mar 2022
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 229k $12M -4% Mar 2022
Centennial Wealth Advisory 228k $13M 39% Dec 2021
Stratos Wealth Advisors 225k $12M 25% Mar 2022
Baltimore-Washington Financial Advisors 223k $10M 0% Mar 2022
GenWealth Group 219k $12M 6% Mar 2022
Summit Global Investments 214k $11M 100% Mar 2022
GenTrust 214k $11M -87% Mar 2022
Financial Advocates Investment Management 208k $11M 4% Mar 2022
United Asset Strategies 201k $11M -2% Mar 2022
Arete Wealth Advisors 199k $11M -10% Mar 2022
Flynn Zito Capital Management 199k $11M 0% Mar 2022
Knightsbridge Asset Management 194k $10M 24% Mar 2022
Towercrest Capital Management 194k $10M -5% Mar 2022
Fiduciary Planning 191k $10M 2% Mar 2022
Moisand Fitzgerald Tamayo 190k $10M -35% Mar 2022
Spectrum Planning & Advisory Services 185k $10M 15% Dec 2021
Kistler-Tiffany Advsiors 184k $9.8M 4% Mar 2022
Us Bancorp 181k $9.6M 41% Mar 2022
Beta Wealth 179k $9.5M 5% Mar 2022
IHT Wealth Management 178k $9.4M 42% Mar 2022
PSI Advisors 173k $9.2M 9% Mar 2022
SPC Financial 173k $9.2M 2% Mar 2022
SkyOak Wealt 173k $9.6M 8% Dec 2021
Flow Traders US 172k $9.1M 116% Mar 2022
Fsb Premier Wealth Management 171k $8.6M -11% Mar 2022
Goss Wealth Management 169k $9.0M 200% Mar 2022
Dixon Hubard Feinour & Brown 167k $8.8M -7% Mar 2022
GeoWealth Management 166k $8.8M 24% Mar 2022
Kestra Advisory Services 165k $8.8M -14% Mar 2022
Alliance Wealth Management 162k $8.6M -6% Mar 2022
Firethorn Wealth Partners 159k $8.4M 41% Mar 2022
Acorn Financial Advisory Services 158k $8.8M 7% Dec 2021
Continuum Advisory 158k $7.6M 41% Mar 2022
Doyle Wealth Management 152k $8.1M 5% Mar 2022
Mercer Global Advisors 152k $8.1M -1% Mar 2022
Mutual Advisors 150k $8.0M 23% Mar 2022
Horizon Wealth Management 149k $7.9M 100% Mar 2022
Vectors Research Management 148k $8.2M -2% Dec 2021
Harbour Investments 147k $8.2M -1% Dec 2021
Belpointe Asset Management 146k $7.8M 39% Mar 2022
Patriot Financial Group Insurance Agency 144k $7.7M 34% Mar 2022
Atria Investments 133k $7.0M -12% Mar 2022
American Century Companies 125k $6.6M -26% Mar 2022
First Heartland Consultants 96k $5.1M -35% Mar 2022
Advisor Resource Council 45k $2.4M -96% Mar 2022

Who sold out of SPDR DJ Wilshire Large Cap?

Fund or Company Name Date Sold Shares Held Valued At
Sontag Advisory Sep 2021 812k $41M
Global Retirement Partners Sep 2021 464k $23M
Toroso Investments Dec 2021 305k $17M
Stratos Wealth Partners Dec 2021 253k $14M
HNP Capital Dec 2021 148k $8.2M