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
Stadion Money Management 14M $598M -4% Dec 2020
Creative Planning 12M $532M 7% Dec 2020
Assetmark 6.2M $272M -9% Dec 2020
LPL Financial 5.3M $232M 55% Dec 2020
Financial Engines Advisors L.L.C 4.0M $175M 10% Dec 2020
Envestnet Asset Management 3.4M $149M 104% Dec 2020
Wealthcare Advisory Partners 3.2M $142M 1% Dec 2020
Advisor Group Holdings 2.3M $99M 16% Dec 2020
Wells Fargo & Company 2.0M $90M -3% Dec 2020
FormulaFolio Investments 1.8M $78M -55% Dec 2020
Trilogy Capital 1.8M $82M 5% Mar 2021

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CWM 1.7M $75M -9% Dec 2020
Peterson Wealth Advisors 1.7M $74M 6% Dec 2020
Capital Analysts 1.6M $72M 2% Dec 2020
Cambridge Investment Research Advisors 1.6M $70M 41% Dec 2020
Ameriprise Financial 1.6M $69M 442% Dec 2020
AlphaStar Capital Management 1.5M $67M 521% Dec 2020
Morgan Stanley 1.4M $62M -12% Dec 2020
55i 1.4M $62M 451% Dec 2020
KWB Wealth 1.4M $60M 100% Dec 2020
Bank of America Corporation 1.2M $54M -86% Dec 2020
GenTrust 1.2M $53M 13% Dec 2020
N.E.W. Advisory Services 1.2M $57M 15% Mar 2021
CFS Investment Advisory Services 1.1M $49M 100% Dec 2020
Clark Capital Management Group 1.1M $47M 141% Dec 2020
Astor Investment Management 866k $40M -9% Mar 2021
Advisory Alpha 860k $38M 2% Dec 2020
Private Advisor 803k $35M 42% Dec 2020
Clear Perspective Advisors 792k $35M -15% Dec 2020
Affinia Financial Group 787k $35M 1% Dec 2020
O'Dell Group 781k $34M -4% Dec 2020
Private Wealth Group 777k $34M -31% Dec 2020
Cooper Financial Group 748k $33M 37% Dec 2020
AE Wealth Management 721k $32M 36% Dec 2020
Financial Advocates Investment Management 709k $31M 3% Dec 2020
Strategic Wealth Advisors 697k $31M 62% Dec 2020
Steel Peak Wealth Management 633k $28M 100% Dec 2020
Royal Bank of Canada 615k $27M 37% Dec 2020
State Street Corporation 613k $27M 3% Dec 2020
Lenox Wealth Advisors 597k $26M 8% Dec 2020
Managed Account Services 578k $26M -1% Dec 2020
Allen Capital Group 569k $25M -3% Dec 2020
Strategic Blueprint 564k $25M 17% Dec 2020
IAG Wealth Partners 557k $25M 9% Dec 2020
Brown Financial Advisory 520k $23M 100% Dec 2020
Brio Consultants 516k $23M 28% Dec 2020
Detalus Advisors 512k $24M 3% Mar 2021
Sawtooth Asset Management 510k $22M 2% Dec 2020
Great Valley Advisor Group 496k $22M 2% Dec 2020
Aptus Capital Advisors 487k $21M 35% Dec 2020
Good Life Advisors 482k $21M 2% Dec 2020
Mml Investors Services 480k $21M 282% Dec 2020
First Heartland Consultants 478k $21M 44% Dec 2020
Moneta Group Investment Advisors 467k $21M 0% Dec 2020
Vivid Financial Management 438k $20M -3% Mar 2021
Global Retirement Partners 432k $20M 22% Mar 2021
Alexandria Capital 413k $18M 2% Dec 2020
Raymond James Financial Services Advisors 409k $18M -19% Dec 2020
Clear Creek Financial Management 388k $17M 100% Dec 2020
UBS Group 387k $17M 6% Dec 2020
Vivaldi Capital Management 381k $17M 5% Dec 2020
Girard Partners 376k $17M 7% Dec 2020
Executive Wealth Management 373k $16M -12% Dec 2020
RFG Advisory 363k $17M -1% Mar 2021
Aspire Private Capital 358k $16M -15% Dec 2020
Windsor Capital Management 357k $16M 1% Dec 2020
Roosevelt Investment Group 356k $16M 0% Dec 2020
Client 1st Advisory Group 340k $15M 10% Dec 2020
Horst & Graben Wealth Management 334k $16M 13% Mar 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 330k $15M -4% Dec 2020
Cornerstone Wealth Management 328k $14M 127% Dec 2020
Walkner Condon Financial Advisors 325k $15M -9% Mar 2021
Moisand Fitzgerald Tamayo 323k $14M 2% Dec 2020
S. R. Schill & Associates 311k $14M 1% Dec 2020
Austin Private Wealth 300k $13M 91% Dec 2020
Mitsubishi UFJ Asset Management 300k $13M 0% Dec 2020
Jackson Wealth Management 299k $14M 2% Mar 2021
Mariner Wealth Advisors 298k $13M 1% Dec 2020
Stratos Wealth Partners 296k $13M 1% Dec 2020
Shepherd Financial Partners 291k $13M -55% Dec 2020
UMA Financial Services 291k $14M 8% Mar 2021
Cahaba Wealth Management 278k $13M 9% Dec 2020
Arq Wealth Advisors 277k $12M 22% Dec 2020
Voya Financial Advisors 274k $12M -26% Dec 2020
Ccg Wealth Management 273k $12M 6% Dec 2020
Retirement Income Solutions 272k $12M 113% Dec 2020
Condor Capital Management 250k $11M -25% Dec 2020
Strategic Financial 248k $11M -4% Dec 2020
CX Institutional 245k $11M 109% Mar 2021
Wealth Enhancement & Preservation of GA 241k $11M 4% Dec 2020
Pinnacle Advisory Group 235k $10M 1% Dec 2020
Unitrin 234k $10M 0% Dec 2020
BlackRock 230k $10M 50156% Dec 2020
Towercrest Capital Management 226k $9.9M -3% Dec 2020
Baltimore-Washington Financial Advisors 224k $9.8M 1% Dec 2020
Ausdal Financial Partners 218k $9.6M 4% Dec 2020
Rbf Capital 215k $9.4M 100% Dec 2020
McKinley Carter Wealth Services 214k $9.4M 76% Dec 2020
Wagner Bowman Management 210k $9.8M 1% Mar 2021
Clearview Wealth Advisors 202k $8.9M 100% Dec 2020
AdvisorNet Financial 201k $9.4M -1% Mar 2021
Old Dominion Capital Management 188k $8.8M -6% Mar 2021
Arete Wealth Advisors 186k $8.1M 28% Dec 2020
Alliance Wealth Management 184k $8.1M -3% Dec 2020
New England Investment & Retirement 179k $7.9M 1% Dec 2020
Truadvice 175k $7.7M 17% Dec 2020
IFP Advisors 172k $7.6M -6% Dec 2020
Beta Wealth 171k $7.5M 100% Dec 2020
Kohmann Bosshard Financial Services 168k $7.4M -3% Dec 2020
Parsec Financial Management 167k $7.3M 0% Dec 2020
SkyOak Wealt 164k $7.2M 0% Dec 2020
IHT Wealth Management 161k $7.1M 1% Dec 2020
Kistler-Tiffany Advsiors 160k $7.0M -6% Dec 2020
GenWealth Group 154k $6.8M -5% Dec 2020
GeoWealth Management 153k $6.3M -14% Dec 2020
American Century Companies 153k $6.7M 12% Dec 2020
Veritable 149k $6.6M -2% Dec 2020
Sheets Smith Wealth Management 147k $6.5M 1% Dec 2020
Centennial Wealth Advisory 147k $6.8M 7% Mar 2021
Stratos Wealth Advisors 139k $6.1M 36% Dec 2020
Mutual Advisors 137k $6.0M -1% Dec 2020
HighTower Advisors 137k $6.0M 7% Dec 2020
McNamara Financial Services 134k $5.3M 0% Dec 2020
NovaPoint Capital 131k $5.8M 10% Dec 2020
Rowland Carmichael Advisors 126k $5.5M 33% Dec 2020
Copperleaf Capital 126k $5.5M 191% Dec 2020
Compass Ion Advisors 123k $5.8M -7% Mar 2021
United Asset Strategies 123k $5.4M -17% Dec 2020
Stewardship Advisors 115k $5.1M -77% Dec 2020
USAdvisors Wealth Management 114k $5.0M 100% Dec 2020
Valtinson Bruner Financial Planning 114k $5.6M 1% Mar 2021
Mjp Associates 109k $4.8M 100% Dec 2020
Doyle Wealth Management 109k $4.8M 2% Dec 2020
Centaurus Financial 107k $4.7M 67% Dec 2020
Spectrum Planning & Advisory Services 106k $4.7M 100% Dec 2020
E&G Advisors 106k $4.9M 0% Mar 2021
Pinnacle Wealth Planning Services 102k $4.5M -5% Dec 2020
Csenge Advisory Group 101k $4.4M -10% Dec 2020
Acorn Financial Advisory Services 101k $4.7M 10% Mar 2021
Goldman Sachs Group 100k $4.4M 0% Dec 2020
SPC Financial 96k $4.2M 11% Dec 2020
Ameraudi Asset Management 96k $4.2M 8% Dec 2020
Capital Planning Advisors 95k $4.2M 8% Dec 2020
Belpointe Asset Management 90k $4.0M 36% Dec 2020
Livingston Group Asset Management 88k $4.1M -9% Mar 2021
Ten Capital Wealth Advisors 88k $3.9M -1% Dec 2020
Atria Investments 87k $3.8M 0% Dec 2020
Patriot Financial Group Insurance Agency 86k $3.8M 17% Dec 2020
Western Wealth Management 85k $3.8M 14% Dec 2020
Firethorn Wealth Partners 82k $3.6M 100% Dec 2020
Susquehanna International 82k $3.6M -39% Dec 2020
Financial Enhancement 81k $3.6M -72% Dec 2020
Bank of New York Mellon 81k $3.5M -11% Dec 2020
Outlook Wealth Advisors 80k $3.5M -3% Dec 2020
Tower Research Capital 31k $1.3M -69% Dec 2020

Who sold out of SPDR DJ Wilshire Large Cap?

Fund or Company Name Date Sold Shares Held Valued At
Smart Money Group Sep 2020 172k $6.8M
Citadel Advisors Sep 2020 147k $5.8M
Aveo Capital Partners Sep 2020 144k $5.7M
Hayden Royal Sep 2020 125k $4.9M