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 27M $1.2B 25% Jun 2022
Bank of America Corporation 17M $767M 100% Jun 2022
LPL Financial 11M $480M 3% Jun 2022
Stadion Money Management 7.8M $414M -23% Mar 2022
AE Wealth Management 7.4M $330M 16% Jun 2022
55i 5.5M $243M 11% Jun 2022
Financial Engines Advisors L.L.C 4.8M $213M 0% Jun 2022
Assetmark 3.8M $168M -19% Jun 2022
Private Advisor 3.7M $166M 27% Jun 2022
Advisor Group Holdings 3.6M $159M -2% Jun 2022
Wealthcare Advisory Partners 3.4M $180M 1% Mar 2022

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Brookstone Capital Management 2.5M $116M -21% Jun 2022
Clark Capital Management Group 2.4M $128M -42% Mar 2022
Bluestem Financial Advisors 2.4M $114k 5988% Jun 2022
Envestnet Asset Management 2.3M $101M -14% Jun 2022
Peterson Wealth Advisors 2.2M $99M 6% Jun 2022
Ameriprise Financial 2.2M $116M -33% Mar 2022
Gradient Investments 2.2M $97M 3% Jun 2022
Trilogy Capital 1.9M $86M 2% Jun 2022
Wells Fargo & Company 1.9M $86M -18% Jun 2022
BlackRock 1.9M $84M 100% Jun 2022
Morgan Stanley 1.8M $96M 100% Mar 2022
D. J. St. Germain 1.8M $94M 0% Jun 2022
Cambridge Investment Research Advisors 1.7M $76M -16% Jun 2022
KWB Wealth 1.7M $75M 9% Jun 2022
CFS Investment Advisory Services 1.6M $72M -98% Jun 2022
Capital Analysts 1.5M $68M -2% Jun 2022
N.E.W. Advisory Services 1.3M $57M 9% Jun 2022
Strategic Wealth Advisors 1.2M $54M 21% Jun 2022
West Wealth Group 1.1M $50M 1% Jun 2022
CWM 1.1M $49M 10% Jun 2022
Raymond James Financial Services Advisors 1.1M $47M 36% Jun 2022
Austin Private Wealth 993k $44M 37% Jun 2022
Girard Partners 962k $43M 17% Jun 2022
Horst & Graben Wealth Management 945k $42M 13% Jun 2022
Security Financial Services 913k $41M 7% Jun 2022
Sontag Advisory 894k $40M 100% Jun 2022
Aptus Capital Advisors 871k $39M 20% Jun 2022
Strategic Blueprint 859k $38M 4% Jun 2022
Lenox Wealth Advisors 845k $45M 6% Mar 2022
IAG Wealth Partners 826k $37M 28% Jun 2022
UBS Group 824k $37M 83% Jun 2022
O'Dell Group 811k $36M 6% Jun 2022
Change Path 800k $36M 12% Jun 2022
Affinia Financial Group 787k $41M 2% Mar 2022
One Wealth Advisors 775k $34M 17% Jun 2022
GM Advisory 767k $41M 14% Mar 2022
Great Valley Advisor Group 762k $34M 1% Jun 2022
Ccg Wealth Management 744k $33M 18% Jun 2022
Advance Capital Management 742k $33M 1% Jun 2022
New Perspectives 739k $39M 3% Mar 2022
Allen Capital Group 729k $32M 37% Jun 2022
Astor Investment Management 726k $32M -25% Jun 2022
TCWP 687k $30M -2% Jun 2022
Brown Financial Advisory 680k $30M 8% Jun 2022
Lloyd Advisory Services 676k $36M 10% Mar 2022
Good Life Advisors 675k $30M -3% Jun 2022
Level Four Advisory Services 639k $28M 4% Jun 2022
UMA Financial Services 631k $31M 4% Jun 2022
Buttonwood Financial Group 613k $27M -21% Jun 2022
IFP Advisors 611k $20M 62% Jun 2022
Global Retirement Partners 611k $27M 8% Jun 2022
AlphaStar Capital Management 592k $26M -12% Jun 2022
Moneta Group Investment Advisors 579k $31M 4% Mar 2022
HighTower Advisors 560k $25M -2% Jun 2022
State Street Corporation 557k $25M -1% Jun 2022
Client 1st Advisory Group 551k $24M 16% Jun 2022
Mml Investors Services 513k $23M 8% Jun 2022
Wealth Advisors of Iowa 505k $27M 0% Jun 2022
Keel Point 511k $25M 0% Jun 2022
Mariner Wealth Advisors 505k $27M 40% Mar 2022
Garrett Wealth Advisory Group 487k $22M 31% Jun 2022
Tectonic Advisors 482k $21M 7% Jun 2022
Nottingham Advisors 455k $21M -29% Jun 2022
Advisor Resource Council 439k $20M 867% Jun 2022
Cornerstone Wealth Management 428k $19M 10% Jun 2022
Knightsbridge Asset Management 426k $19M 119% Jun 2022
FLC Capital Advisors 416k $19M 23% Jun 2022
Stratos Wealth Partners 416k $19M 22% Jun 2022
Thrivent Financial for Lutherans 415k $18M -37% Jun 2022
Clear Creek Financial Management 412k $18M -18% Jun 2022
Advisory Alpha 406k $18M -4% Jun 2022
Western Wealth Management 401k $18M -5% Jun 2022
Vivaldi Capital Management 396k $19M 0% Mar 2022
Executive Wealth Management 388k $17M -1% Jun 2022
Windsor Capital Management 388k $17M -4% Jun 2022
CX Institutional 386k $17M 236% Jun 2022
Crown Wealth Group 382k $17M 10% Jun 2022
Park Avenue Securities 369k $16M 20% Jun 2022
Highland Financial Advisors 361k $16M 100% Jun 2022
Commonwealth Equity Services 355k $16M 4% Jun 2022
Sequoia Financial Advisors 351k $16M -10% Jun 2022
Cahaba Wealth Management 350k $16M 14% Jun 2022
Detalus Advisors 333k $15M 17% Jun 2022
Snowden Capital Advisors 333k $15M -8% Jun 2022
Private Wealth Group 332k $15M -57% Jun 2022
Montz Harcus Wealth Management 332k $15M 3% Jun 2022
Strategic Financial 328k $15M -27% Jun 2022
Penobscot Wealth Management 327k $15M 4% Jun 2022
Walkner Condon Financial Advisors 318k $14M 2% Jun 2022
Clearview Wealth Advisors 314k $14M -9% Jun 2022
PSI Advisors 312k $14M 80% Jun 2022
Raymond James & Associates 306k $14M 22% Jun 2022
Bank Hapoalim Bm 305k $14M 0% Jun 2022
Spectrum Planning & Advisory Services 301k $13M 9% Jun 2022
RFG Advisory 300k $15M -5% Jun 2022
Tradition Wealth Management 299k $13M 0% Jun 2022
Retirement Income Solutions 297k $13M -16% Jun 2022
Moisand Fitzgerald Tamayo 288k $13M 52% Jun 2022
Sugarloaf Wealth Management 284k $13M 2611% Jun 2022
USAdvisors Wealth Management 281k $12M 4% Jun 2022
Wealth Advisory Solutions 278k $12M 64% Jun 2022
TNF 278k $13M 10% Jun 2022
Goldman Sachs Group 272k $12M 8% Jun 2022
S. R. Schill & Associates 271k $12M -2% Jun 2022
Integrated Wealth Concepts 265k $12M 5% Jun 2022
NEIRG Wealth Management 263k $12M 6% Jun 2022
Apeiron RIA 255k $1.1M 77% Jun 2022
Ausdal Financial Partners 251k $11M 7% Jun 2022
Goss Wealth Management 249k $11M 48% Jun 2022
Kohmann Bosshard Financial Services 246k $11M -12% Jun 2022
Financial Network Investment Corporation 244k $11M 24% Jun 2022
Wagner Bowman Management 243k $11M -3% Jun 2022
Harbour Investments 241k $11M 64% Jun 2022
Us Bancorp 239k $11M 32% Jun 2022
Financial Futures Ltd Liability 234k $10M -10% Jun 2022
Denver Wealth Management 228k $10M 101% Jun 2022
Baltimore-Washington Financial Advisors 224k $9.9M 0% Jun 2022
Ascent Group 222k $11M -23% Jun 2022
AdvisorNet Financial 221k $9.8M -16% Jun 2022
Citadel Advisors 219k $9.7M 112% Jun 2022
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 219k $9.7M -4% Jun 2022
CSM Advisors 218k $9.7M 0% Jun 2022
SPC Financial 217k $9.6M 26% Jun 2022
Jpmorgan Chase & Co 216k $8.7M 100% Jun 2022
Rbf Capital 215k $12M 0% Mar 2022
Financial Advocates Investment Management 211k $9.3M 1% Jun 2022
GenWealth Group 209k $9.3M -4% Jun 2022
United Asset Strategies 201k $11M -2% Mar 2022
Arete Wealth Advisors 199k $11M -10% Mar 2022
Susquehanna International 196k $10M 28% Mar 2022
Centennial Wealth Advisory 195k $8.6M -19% Jun 2022
Towercrest Capital Management 194k $8.6M 0% Jun 2022
Fiduciary Planning 191k $10M 2% Mar 2022
Wealth Enhancement & Preservation of GA 185k $8.2M -22% Jun 2022
Acorn Financial Advisory Services 183k $8.1M 5% Jun 2022
Doyle Wealth Management 180k $8.0M 18% Jun 2022
Kistler-Tiffany Advsiors 180k $8.0M -2% Jun 2022
Stratos Wealth Advisors 143k $6.3M -36% Jun 2022
Jackson Wealth Management 130k $5.8M -57% Jun 2022
GenTrust 68k $3.0M -68% Jun 2022
Summit Global Investments 55k $2.4M -75% Jun 2022
ODonnell Financial Services 45k $2.0M -93% Jun 2022
Brio Consultants 15k $646k -97% Jun 2022

Who sold out of SPDR DJ Wilshire Large Cap?

Fund or Company Name Date Sold Shares Held Valued At
Personal Wealth Partners Mar 2022 373k $20M
Toroso Investments Dec 2021 305k $17M
Financial Planners of Cleveland Mar 2022 289k $15M
Flynn Zito Capital Management Mar 2022 199k $11M