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 13M $613M 9% Mar 2021
Stadion Money Management 13M $605M -5% Mar 2021
Bank of America Corporation 10M $487M 757% Mar 2021
Assetmark 6.0M $278M -4% Mar 2021
LPL Financial 5.5M $254M 3% Mar 2021
Financial Engines Advisors L.L.C 4.3M $202M 9% Mar 2021
Envestnet Asset Management 3.4M $157M 0% Mar 2021
Wealthcare Advisory Partners 3.3M $155M 3% Mar 2021
Ameriprise Financial 2.7M $125M 70% Mar 2021
Advisor Group Holdings 2.4M $110M 4% Mar 2021
AE Wealth Management 2.2M $101M 200% Mar 2021

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Clark Capital Management Group 2.2M $101M 102% Mar 2021
Wells Fargo & Company 1.9M $90M -6% Mar 2021
55i 1.9M $89M 36% Mar 2021
Private Advisor 1.9M $87M 134% Mar 2021
Cambridge Investment Research Advisors 1.9M $87M 16% Mar 2021
Trilogy Capital 1.8M $82M 5% Mar 2021
Peterson Wealth Advisors 1.7M $81M 3% Mar 2021
AlphaStar Capital Management 1.5M $70M -1% Mar 2021
KWB Wealth 1.5M $69M 9% Mar 2021
GenTrust 1.3M $59M 6% Mar 2021
N.E.W. Advisory Services 1.2M $57M 15% Mar 2021
Geneos Wealth Management 1.2M $57M 4% Mar 2021
Private Wealth Group 1.0M $48M 32% Mar 2021
CWM 988k $46M -42% Mar 2021
Astor Investment Management 866k $40M -9% Mar 2021
Affinia Financial Group 788k $39M 0% Mar 2021
Thrivent Financial for Lutherans 787k $37M 2450% Mar 2021
Clear Perspective Advisors 777k $36M -2% Mar 2021
O'Dell Group 750k $35M -4% Mar 2021
Cooper Financial Group 736k $34M -2% Mar 2021
Lenox Wealth Advisors 658k $31M 10% Mar 2021
Strategic Wealth Advisors 636k $30M -9% Mar 2021
Aptus Capital Advisors 625k $29M 28% Mar 2021
BlackRock 623k $29M 171% Mar 2021
Lloyd Advisory Services 623k $29M 3996% Mar 2021
Strategic Blueprint 597k $28M 6% Mar 2021
Financial Advocates Investment Management 589k $27M -17% Mar 2021
IAG Wealth Partners 584k $27M 5% Mar 2021
Managed Account Services 573k $27M -1% Mar 2021
State Street Corporation 550k $26M -10% Mar 2021
Brown Financial Advisory 546k $25M 5% Mar 2021
Advisory Alpha 540k $25M -37% Mar 2021
Great Valley Advisor Group 539k $25M 9% Mar 2021
Brio Consultants 532k $25M 3% Mar 2021
Good Life Advisors 527k $25M 9% Mar 2021
Detalus Advisors 512k $24M 3% Mar 2021
Moneta Group Investment Advisors 504k $24M 8% Mar 2021
Allen Capital Group 496k $23M -13% Mar 2021
Vivid Financial Management 438k $20M -3% Mar 2021
Mml Investors Services 434k $20M -10% Mar 2021
Global Retirement Partners 432k $20M 22% Mar 2021
Girard Partners 415k $19M 10% Mar 2021
Alexandria Capital 413k $19M 0% Mar 2021
Raymond James Financial Services Advisors 412k $19M 1% Mar 2021
Windsor Capital Management 405k $19M 14% Mar 2021
Vivaldi Capital Management 397k $19M 4% Mar 2021
Executive Wealth Management 395k $18M 6% Mar 2021
UBS Group 390k $18M 1% Mar 2021
Client 1st Advisory Group 378k $18M 11% Mar 2021
Roosevelt Investment Group 374k $17M 5% Mar 2021
RFG Advisory 363k $17M -1% Mar 2021
Ccg Wealth Management 351k $16M 28% Mar 2021
Cornerstone Wealth Management 340k $16M 4% Mar 2021
FormulaFolio Investments 340k $17M -81% Mar 2021
Horst & Graben Wealth Management 334k $16M 13% Mar 2021
Aspire Private Capital 330k $15M -8% Mar 2021
Moisand Fitzgerald Tamayo 325k $15M 1% Mar 2021
Walkner Condon Financial Advisors 325k $15M -9% Mar 2021
S. R. Schill & Associates 315k $15M 1% Mar 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 311k $15M -6% Mar 2021
Austin Private Wealth 311k $15M 4% Mar 2021
Jackson Wealth Management 299k $14M 2% Mar 2021
UMA Financial Services 291k $14M 8% Mar 2021
Cahaba Wealth Management 286k $13M 3% Mar 2021
Pinnacle Advisory Group 274k $13M 17% Mar 2021
Stratos Wealth Partners 270k $13M -9% Mar 2021
Retirement Income Solutions 267k $12M -2% Mar 2021
Royal Bank of Canada 262k $12M -57% Mar 2021
Voya Financial Advisors 261k $12M -5% Mar 2021
Mariner Wealth Advisors 250k $12M -16% Mar 2021
CX Institutional 245k $11M 109% Mar 2021
Wealth Enhancement & Preservation of GA 240k $12M 0% Mar 2021
Strategic Financial 238k $11M -4% Mar 2021
IFP Advisors 236k $11M 37% Mar 2021
Unitrin 234k $11M 0% Mar 2021
Condor Capital Management 230k $11M -8% Mar 2021
Baltimore-Washington Financial Advisors 224k $10M 0% Mar 2021
GenWealth Group 223k $10M 44% Mar 2021
Towercrest Capital Management 223k $10M -1% Mar 2021
Rbf Capital 215k $10M 0% Mar 2021
USAdvisors Wealth Management 211k $9.8M 85% Mar 2021
Wagner Bowman Management 210k $9.8M 1% Mar 2021
AdvisorNet Financial 201k $9.4M -1% Mar 2021
Ausdal Financial Partners 194k $9.0M -11% Mar 2021
Old Dominion Capital Management 188k $8.8M -6% Mar 2021
New England Investment & Retirement 186k $8.7M 4% Mar 2021
Arete Wealth Advisors 185k $8.6M 0% Mar 2021
Alliance Wealth Management 180k $8.4M -2% Mar 2021
Tectonic Advisors 177k $8.3M 100% Mar 2021
Clearview Wealth Advisors 176k $8.2M -13% Mar 2021
Beta Wealth 173k $8.0M 1% Mar 2021
Personal Wealth Partners 172k $8.0M 100% Mar 2021
Parsec Financial Management 167k $7.8M 0% Mar 2021
Kohmann Bosshard Financial Services 166k $7.7M -1% Mar 2021
Kistler-Tiffany Advsiors 165k $7.7M 3% Mar 2021
One Wealth Advisors 159k $7.4M 281% Mar 2021
SkyOak Wealt 158k $7.7M -4% Mar 2021
Sheets Smith Wealth Management 157k $7.3M 7% Mar 2021
Stratos Wealth Advisors 153k $7.1M 10% Mar 2021
Mercer Global Advisors 151k $7.0M 299% Mar 2021
Veritable 149k $6.9M 0% Mar 2021
Centennial Wealth Advisory 147k $6.8M 7% Mar 2021
GeoWealth Management 146k $6.8M -5% Mar 2021
HighTower Advisors 145k $6.8M 6% Mar 2021
Tower Research Capital 143k $6.6M 367% Mar 2021
PSI Advisors 141k $6.6M 347% Mar 2021
Aveo Capital Partners 140k $6.5M 100% Mar 2021
McNamara Financial Services 134k $5.9M 1% Mar 2021
Spectrum Planning & Advisory Services 134k $6.2M 26% Mar 2021
Park Avenue Securities 133k $6.2M 73% Mar 2021
NovaPoint Capital 132k $6.2M 1% Mar 2021
Compass Ion Advisors 123k $5.8M -7% Mar 2021
United Asset Strategies 123k $5.7M 0% Mar 2021
McKinley Carter Wealth Services 122k $5.7M -43% Mar 2021
Mutual Advisors 119k $5.5M -13% Mar 2021
Hayden Royal 118k $5.5M 100% Mar 2021
Integrated Wealth Concepts 118k $5.5M 163% Mar 2021
American Century Companies 117k $5.4M -24% Mar 2021
Valtinson Bruner Financial Planning 114k $5.6M 1% Mar 2021
Doyle Wealth Management 112k $5.2M 3% Mar 2021
Kestra Advisory Services 108k $5.0M 139% Mar 2021
Knightsbridge Asset Management 107k $5.0M 151% Mar 2021
SPC Financial 107k $5.0M 11% Mar 2021
Mjp Associates 106k $4.9M -3% Mar 2021
E&G Advisors 106k $4.9M 0% Mar 2021
Centaurus Financial 103k $4.8M -3% Mar 2021
Goldman Sachs Group 101k $4.7M 1% Mar 2021
Acorn Financial Advisory Services 101k $4.7M 10% Mar 2021
Western Wealth Management 101k $4.7M 18% Mar 2021
Ameraudi Asset Management 101k $4.7M 5% Mar 2021
Csenge Advisory Group 100k $4.8M -1% Mar 2021
Belpointe Asset Management 95k $4.4M 5% Mar 2021
Cascadia Advisory Services 94k $4.4M 100% Mar 2021
Pinnacle Wealth Planning Services 92k $3.5M -10% Mar 2021
Livingston Group Asset Management 88k $4.1M -9% Mar 2021
Atria Investments 88k $4.1M 1% Mar 2021
Clarus Wealth Advisors 88k $4.5M 17% Jun 2021
Patriot Financial Group Insurance Agency 87k $4.1M 1% Mar 2021
Capital Planning Advisors 85k $4.0M -11% Mar 2021
Ten Capital Wealth Advisors 82k $3.8M -6% Mar 2021
Copperleaf Capital 82k $3.8M -35% Mar 2021
Truadvice 80k $3.9M -54% Mar 2021
Shepherd Financial Partners 78k $3.6M -73% Mar 2021
Stewardship Advisors 53k $2.5M -54% Mar 2021
Clear Creek Financial Management 38k $1.9M -90% Mar 2021

Who sold out of SPDR DJ Wilshire Large Cap?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 1.4M $62M
Steel Peak Wealth Management Dec 2020 633k $28M
Sawtooth Asset Management Dec 2020 510k $22M
Mitsubishi UFJ Asset Management Dec 2020 300k $13M
Arq Wealth Advisors Dec 2020 277k $12M