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
Creative Planning 27M $1.5B 2% Dec 2023
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Advance Capital Management 13M $810M 121% Mar 2024
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Jpmorgan Chase & Co 12M $652M 16% Dec 2023
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Bank of America Corporation 7.8M $439M 42% Dec 2023
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AE Wealth Management 7.8M $447M 7% Dec 2023
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Advisor Group Holdings 7.3M $411M 1% Dec 2023
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CWM 6.5M $401M 10% Mar 2024
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Assetmark 4.2M $237M 1% Dec 2023
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Private Advisor 4.2M $235M 0% Dec 2023
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Gradient Investments 3.8M $210M 2% Dec 2023
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GM Advisory 3.0M $170M 5% Dec 2023
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Capital Analysts 2.8M $156M 1% Dec 2023
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Raymond James Financial Services Advisors 2.8M $155M 70% Dec 2023
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Wealthcare Advisory Partners 2.6M $148M 3% Dec 2023
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Mariner Wealth Advisors 2.5M $138M 16% Dec 2023
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Monticello Wealth Management 2.4M $136M 1777% Dec 2023
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Peterson Wealth Advisors 2.4M $133M -2% Dec 2023
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Wells Fargo & Company 2.1M $119M 8% Dec 2023
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Austin Private Wealth 2.0M $123M -15% Mar 2024
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Advocacy Wealth Management Services 2.0M $111M 100% Dec 2023
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Taiyo Life Insurance 1.9M $109M 0% Dec 2023
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Cambridge Investment Research Advisors 1.9M $107M -6% Dec 2023
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SigFig Wealth Management 1.8M $99M -25% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.7M $96M 17% Dec 2023
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Wealth Enhancement Advisory Services 1.7M $93M -4% Dec 2023
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KWB Wealth 1.6M $90M 27% Dec 2023
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Tennessee Valley Asset Management Partners 1.6M $90M 1% Dec 2023
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HighTower Advisors 1.6M $89M 16% Dec 2023
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Goldman Sachs Group 1.5M $86M 97% Dec 2023
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Sand Hill Advisors 1.5M $84M 100% Dec 2023
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Brookstone Capital Management 1.5M $84M -29% Dec 2023
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Horst & Graben Wealth Management 1.5M $82M 8% Dec 2023
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Bridgeworth 1.5M $82M 1% Dec 2023
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N.E.W. Advisory Services 1.5M $81M -2% Dec 2023
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Stratos Wealth Partners 1.4M $80M 7% Dec 2023
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AlphaStar Capital Management 1.4M $80M 36% Dec 2023
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West Wealth Group 1.4M $79M 5% Dec 2023
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OneAscent Financial Services 1.4M $79M 100% Dec 2023
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Global Retirement Partners 1.4M $77M 17% Dec 2023
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Two Sigma Investments 1.4M $76M 312% Dec 2023
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Royal Bank of Canada 1.2M $66M 40% Dec 2023
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Armstrong Advisory Group 1.2M $64M 0% Mar 2024
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Raymond James & Associates 1.1M $64M 31% Dec 2023
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RiverFront Investment Group 1.1M $63M 100% Dec 2023
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Girard Partners 1.1M $62M -1% Dec 2023
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Compass Ion Advisors 1.1M $60M -4% Dec 2023
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Security Financial Services 1.1M $66M -4% Mar 2024
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UMA Financial Services 1.0M $59M 16% Dec 2023
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Detalus Advisors 1.0M $57M 7% Dec 2023
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Great Valley Advisor Group 1.0M $56M 23% Dec 2023
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Change Path 992k $56M 24% Dec 2023
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Standpoint Asset Management 979k $55M 2% Dec 2023
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Badgley Phelps Wealth Managers 951k $53M 1% Dec 2023
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Horizon Wealth Management 928k $52M 3% Dec 2023
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Streettalk Advisors 919k $51M 34% Dec 2023
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Kestra Advisory Services 896k $50M 12% Dec 2023
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Allen Capital Group 886k $50M 1% Dec 2023
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O'Dell Group 856k $48M -2% Dec 2023
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Sontag Advisory 835k $47M -2% Dec 2023
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Brown Financial Advisory 834k $47M 0% Dec 2023
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Keystone Financial Group 799k $45M 17% Dec 2023
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Clear Creek Financial Management 771k $43M 95% Dec 2023
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Davidson Capital Management 767k $43M 1% Dec 2023
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Private Wealth Group 761k $43M 37% Dec 2023
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Auour Investments 747k $43M 1% Dec 2023
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IAG Wealth Partners 734k $41M 0% Dec 2023
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Good Life Advisors 734k $41M 4% Dec 2023
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Commonwealth Equity Services 725k $41M 33% Dec 2023
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Park Avenue Securities 719k $44M 2% Mar 2024
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Dynamic Advisors Solutions 716k $44M -1% Mar 2024
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Priebe Wealth Holdings 708k $44M 3% Mar 2024
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Financial Enhancement 697k $39M -2% Dec 2023
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Sequoia Financial Advisors 697k $39M 106% Dec 2023
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UBS Group 695k $39M 10% Dec 2023
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Focus Financial Network 691k $39M 100% Dec 2023
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Ccg Wealth Management 683k $38M -14% Dec 2023
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Forthright Family Wealth Advisory 676k $38M 100% Dec 2023
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Daido Life Insurance 669k $37M 0% Dec 2023
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Gladstone Institutional Advisory 649k $36M -6% Dec 2023
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Snowden Capital Advisors 635k $36M 1% Dec 2023
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Merit Financial Group 619k $35M -3% Dec 2023
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Cahaba Wealth Management 595k $33M -1% Dec 2023
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Vertex Planning Partners 591k $33M 45% Dec 2023
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Buttonwood Financial Group 581k $36M -5% Mar 2024
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Executive Wealth Management 579k $32M 3% Dec 2023
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Moneta Group Investment Advisors 556k $31M -4% Dec 2023
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Keel Point 550k $31M 0% Dec 2023
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Nottingham Advisors 547k $25M 16% Dec 2023
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TSA Wealth Managment 544k $30M 100% Dec 2023
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Crown Wealth Group 543k $30M 7% Dec 2023
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Market Street Wealth Management Advisors 542k $33M -9% Mar 2024
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Cornerstone Wealth Management 540k $30M 4% Dec 2023
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Advisory Alpha 534k $30M -8% Dec 2023
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Janney Montgomery Scott 523k $29M -23% Dec 2023
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PSI Advisors 507k $28M 9% Dec 2023
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Vestmark Advisory Solutions 499k $28M 70% Dec 2023
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Eagle Strategies 465k $26M 100% Dec 2023
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Principal Securities 459k $26M 100% Dec 2023
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Denver Wealth Management 446k $25M 8% Dec 2023
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Astor Investment Management 437k $24M -11% Dec 2023
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Goodman Advisory Group 436k $24M 22% Dec 2023
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Strategic Blueprint 435k $24M 2% Dec 2023
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Us Bancorp 434k $24M 9% Dec 2023
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AdvisorNet Financial 429k $26M 32% Mar 2024
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Wealth Advisors of Iowa 418k $23M -26% Dec 2023
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RFG Advisory 417k $26M 40% Mar 2024
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Harbour Investments 416k $23M 15% Dec 2023
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Cypress Wealth Services 413k $23M 37% Dec 2023
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Lincoln National 408k $23M 112% Dec 2023
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Retirement Income Solutions 404k $23M 5% Dec 2023
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Tradition Wealth Management 401k $22M 14% Dec 2023
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Atria Wealth Solutions 400k $22M 7% Dec 2023
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Penobscot Wealth Management 392k $22M -1% Dec 2023
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Highland Financial Advisors 370k $21M 9% Dec 2023
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Spectrum Planning & Advisory Services 359k $20M 3% Dec 2023
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Mayflower Financial Advisors 359k $20M 33% Dec 2023
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Montz Harcus Wealth Management 359k $20M -4% Dec 2023
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IFP Advisors 358k $20M -12% Dec 2023
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Western Wealth Management 354k $20M 8% Dec 2023
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Principal Financial Group 353k $20M 3% Dec 2023
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Apeiron RIA 352k $20M 4% Dec 2023
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First Heartland Consultants 351k $20M 1% Dec 2023
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TNF 350k $20M 3% Dec 2023
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Two Sigma Advisers 348k $19M 116% Dec 2023
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Sugarloaf Wealth Management 347k $19M -2% Dec 2023
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Branch Banking & Trust Company 341k $19M 87% Dec 2023
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Tidemark 340k $19M 100% Dec 2023
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Steele Capital Management 340k $19M 100% Dec 2023
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Atria Investments 334k $19M 12% Dec 2023
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Vivaldi Capital Management 333k $19M 7% Dec 2023
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Jump Financial 329k $18M 100% Dec 2023
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My Legacy Advisors 328k $18M 6% Dec 2023
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Windsor Capital Management 327k $18M -3% Dec 2023
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Baystate Wealth Management 322k $18M 10% Dec 2023
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Ffg Retirement Advisors 322k $18M 14% Dec 2023
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Americana Partners 316k $18M 1% Dec 2023
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Envestnet Portfolio Solutions 313k $18M 100% Dec 2023
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Level Four Advisory Services 312k $17M 3% Dec 2023
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Wagner Bowman Management 310k $17M 5% Dec 2023
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Ausdal Financial Partners 310k $19M -13% Mar 2024
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Allianz Asset Management 301k $17M 28% Dec 2023
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Fifth Third Bancorp 300k $17M 47% Dec 2023
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Flagship Harbor Advisors 298k $17M 39% Dec 2023
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North Star Asset Management 293k $16M 1162% Dec 2023
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Kmg Fiduciary Partners 289k $18M 3% Mar 2024
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B.O.S.S. Retirement Advisors 283k $16M -5% Dec 2023
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Retirement Financial Solutions 282k $16M 100% Dec 2023
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Strategic Financial 282k $16M -9% Dec 2023
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Walkner Condon Financial Advisors 280k $16M 2% Dec 2023
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CI Private Wealth 249k $14M -19% Dec 2023
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Flynn Zito Capital Management 212k $12M -38% Dec 2023
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Moisand Fitzgerald Tamayo 188k $11M -44% Dec 2023
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Adams Wealth Management 149k $8.3M -55% Dec 2023
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Summit Global Investments 72k $4.0M -76% Dec 2023
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