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
LPL Financial 36M $2.4B 11% Sep 2024
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Creative Planning 30M $2.0B 3% Sep 2024
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Invesco 13M $892M 372965% Sep 2024
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Advance Capital Management 12M $843M -3% Dec 2024
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Envestnet Asset Management 11M $762M 10% Sep 2024
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Jpmorgan Chase & Co 11M $719M -6% Sep 2024
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Bank of America Corporation 8.5M $574M -3% Sep 2024
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Advisor Group Holdings 7.8M $526M 100% Sep 2024
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Sumitomo Life Insurance 7.6M $516M 50% Sep 2024
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Resources Investment Advisors 7.6M $510M -5% Sep 2024
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National Mutual Insurance Federation of Agricultural Cooperatives 7.6M $510M 154% Sep 2024
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CWM 7.2M $487M 8% Sep 2024
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Financial Engines Advisors L.L.C 5.0M $337M 100% Sep 2024
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Advocacy Wealth Management Services 4.8M $321M -6% Sep 2024
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Private Advisor 3.9M $262M 2% Sep 2024
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Wealthcare Advisory Partners 3.6M $249M 6% Dec 2024
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GM Advisory 3.5M $234M 3% Sep 2024
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Assetmark 3.4M $233M 3% Sep 2024
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Monticello Wealth Management 3.4M $209M -18% Sep 2024
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Gradient Investments 3.3M $222M 2% Sep 2024
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Td Private Client Wealth 3.2M $216M 13% Sep 2024
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Raymond James Financial Services Advisors 2.7M $182M -1% Sep 2024
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Wells Fargo & Company 2.6M $173M -8% Sep 2024
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AE Wealth Management 2.5M $166M -1% Sep 2024
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Mariner Wealth Advisors 2.4M $161M -4% Sep 2024
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Peterson Wealth Advisors 2.4M $165M -1% Dec 2024
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Global Retirement Partners 2.2M $152M 8% Sep 2024
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Northwestern Mutual Wealth Management Company 2.1M $141M 535% Sep 2024
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Tennessee Valley Asset Management Partners 1.9M $129M 3% Sep 2024
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Austin Private Wealth 1.8M $124M -1% Sep 2024
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Sand Hill Advisors 1.7M $112M 2% Sep 2024
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AlphaStar Capital Management 1.6M $111M 9% Sep 2024
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Cambridge Investment Research Advisors 1.6M $111M -13% Sep 2024
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Taiyo Life Insurance 1.5M $104M 0% Sep 2024
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Integrated Wealth Concepts 1.5M $104M -20% Sep 2024
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Good Life Advisors 1.5M $103M 4% Sep 2024
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Wealth Enhancement Advisory Services 1.4M $96M -5% Dec 2024
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Mml Investors Services 1.4M $94M 5% Sep 2024
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KWB Wealth 1.3M $90M -2% Dec 2024
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.3M $90M -1% Sep 2024
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Raymond James & Associates 1.3M $86M 7% Sep 2024
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Standpoint Asset Management 1.3M $86M 13% Sep 2024
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Aptus Capital Advisors 1.3M $86M 12% Sep 2024
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Stratos Wealth Partners 1.3M $86M -9% Sep 2024
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N.E.W. Advisory Services 1.2M $84M 0% Sep 2024
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Univest National Bank and Trust 1.2M $81M 100% Sep 2024
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RiverFront Investment Group 1.2M $81M 2% Sep 2024
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CFS Investment Advisory Services 1.1M $75M -11% Sep 2024
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Compass Ion Advisors 1.1M $74M 3% Sep 2024
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Natixis Asset Management Advisors 1.1M $72M -43% Sep 2024
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Horizon Wealth Management 1.1M $73M -13% Dec 2024
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Savant Capital Management 1.0M $70M -20% Sep 2024
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Royal Bank of Canada 1.0M $68M 7% Sep 2024
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Armstrong Advisory Group 999k $69M 3% Dec 2024
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Badgley Phelps Wealth Managers 997k $67M 100% Sep 2024
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Kestra Advisory Services 988k $67M -2% Sep 2024
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Americana Partners 971k $66M 59% Sep 2024
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Allen Capital Group 944k $64M 2% Sep 2024
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Commonwealth Equity Services 918k $62M 8% Sep 2024
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Security Financial Services 907k $61M -9% Sep 2024
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Detalus Advisors 887k $60M -6% Sep 2024
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New Perspectives 884k $60M 0% Sep 2024
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Brown Financial Advisory 883k $60M 2% Sep 2024
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Sterling Group Wealth Management 873k $59M 6% Sep 2024
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One Wealth Advisors 856k $58M -9% Sep 2024
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49 Wealth Management 848k $57M 575% Sep 2024
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Streettalk Advisors 832k $56M -12% Sep 2024
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Horst & Graben Wealth Management 821k $56M -11% Sep 2024
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Park Avenue Securities 807k $56M 8% Dec 2024
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Spinnaker Trust 798k $54M 72% Sep 2024
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Sontag Advisory 786k $53M -3% Sep 2024
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Auour Investments 779k $53M 1% Sep 2024
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Great Valley Advisor Group 765k $52M 1% Sep 2024
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Dynamic Advisors Solutions 759k $51M 0% Sep 2024
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Denver Wealth Management 743k $50M 3% Sep 2024
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Private Wealth Group 733k $51M 2% Dec 2024
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Priebe Wealth Holdings 723k $50M 6% Dec 2024
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ODonnell Financial Services 721k $49M 2% Sep 2024
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IAG Wealth Partners 719k $49M 0% Sep 2024
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UMA Financial Services 718k $49M -6% Sep 2024
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Brookstone Capital Management 716k $49M -21% Dec 2024
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Principal Securities 707k $48M 12% Sep 2024
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Eagle Strategies 692k $47M 100% Sep 2024
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Financial Enhancement 689k $47M 864% Dec 2024
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Ascent Group 687k $46M 0% Sep 2024
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Harbour Investments 676k $46M 9% Sep 2024
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Ccg Wealth Management 670k $45M 2% Sep 2024
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Kickstand Ventures 656k $44M -9% Sep 2024
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Leading Edge Financial Planning 656k $44M 13% Sep 2024
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Snowden Capital Advisors 649k $44M 0% Sep 2024
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North Star Asset Management 649k $44M 6% Sep 2024
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Merit Financial Group 634k $44M -4% Dec 2024
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Clear Creek Financial Management 629k $42M -20% Sep 2024
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Thrivent Financial for Lutherans 626k $42M 100% Sep 2024
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Sequoia Financial Advisors 611k $41M -1% Sep 2024
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Hm Payson & Co 604k $41M 339% Sep 2024
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Penobscot Wealth Management 601k $41M 3% Sep 2024
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Cahaba Wealth Management 592k $40M -1% Sep 2024
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Davidson Capital Management 586k $40M -19% Sep 2024
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Sanctuary Advisors 579k $41M -24% Sep 2024
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Louisiana State Employees Retirement System 565k $38M 22% Sep 2024
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Strategic Financial Partners 558k $38M 29% Sep 2024
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Maia Wealth 551k $38M -4% Sep 2024
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Change Path 547k $37M 4% Sep 2024
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Flagship Harbor Advisors 543k $37M 100% Sep 2024
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Market Street Wealth Management Advisors 540k $37M -1% Dec 2024
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Cornerstone Wealth Management 536k $36M 1% Sep 2024
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Mirae Asset Global Investments 530k $36M 445% Sep 2024
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Gladstone Institutional Advisory 528k $36M -17% Sep 2024
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Buttonwood Financial Group 528k $36M 38% Sep 2024
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Us Bancorp 513k $35M 3% Sep 2024
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PSI Advisors 511k $35M 2% Dec 2024
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First Heartland Consultants 501k $34M 2% Sep 2024
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Western Wealth Management 497k $34M 12% Sep 2024
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SOL Capital Management 493k $33M 7% Sep 2024
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Kmg Fiduciary Partners 489k $34M 7% Dec 2024
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Moneta Group Investment Advisors 487k $33M -5% Sep 2024
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Vertex Planning Partners 482k $33M -3% Sep 2024
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One Day In July 478k $32M 52% Sep 2024
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Client 1st Advisory Group 475k $33M 2% Dec 2024
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Sugarloaf Wealth Management 456k $32M 2% Dec 2024
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Highland Financial Advisors 456k $31M 3% Sep 2024
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Scarborough Advisors 452k $31M 137% Sep 2024
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Crown Wealth Group 452k $31M 3% Sep 2024
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Goodman Advisory Group 451k $31M 0% Sep 2024
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Fifth Third Bancorp 451k $30M 9% Sep 2024
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TSA Wealth Managment 440k $30M -12% Sep 2024
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Nottingham Advisors 440k $30M -20% Sep 2024
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Lloyd Advisory Services 440k $30M -1% Sep 2024
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West Wealth Group 436k $29M -12% Sep 2024
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Eldridge Investment Advisors 434k $29M 14% Sep 2024
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Executive Wealth Management 417k $28M -3% Sep 2024
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Walkner Condon Financial Advisors 408k $28M 10% Sep 2024
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Bank Hapoalim Bm 406k $27M -17% Sep 2024
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Envestnet Portfolio Solutions 401k $27M 0% Sep 2024
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Procyon Private Wealth Partners 400k $28M 12% Dec 2024
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Signal Advisors Wealth 399k $28M 31% Dec 2024
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Larson Financial Group 396k $27M 10% Sep 2024
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Financial Insights 390k $26M -19% Sep 2024
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Clarus Group 385k $26M 2% Sep 2024
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Montz Harcus Wealth Management 384k $26M 12% Sep 2024
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Retirement Income Solutions 383k $26M 0% Sep 2024
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Principal Financial Group 382k $26M 3% Sep 2024
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Atria Wealth Solutions 374k $25M -9% Sep 2024
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Investment Planning Advisors 370k $24M 0% Sep 2024
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WCG Wealth Advisors 366k $25M -23% Sep 2024
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Forthright Family Wealth Advisory 362k $26M -48% Sep 2024
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RFG Advisory 360k $24M -39% Sep 2024
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Pnc Financial Services 349k $24M 4% Sep 2024
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Focus Financial Network 326k $22M -11% Sep 2024
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IFG Advisory 310k $21M -17% Sep 2024
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AdvisorNet Financial 125k $8.6M -87% Dec 2024
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Strategic Financial Concepts 16k $1.1M -99% Sep 2024
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Who sold out of SPDR DJ Wilshire Large Cap?

Fund or Company Name Date Sold Shares Held Valued At
OneAscent Financial Services Jun 2024 1.1M $71M
IMC-Chicago Jun 2024 368k $24M