Who owns SPDR DJ Wilshire Large Cap?
- Ticker: SPLG
- CUSIP Number: 78464A854
Tip: Access positions for across all investors
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 |