Who owns SPDR DJ Wilshire Large Cap Growth?

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Analyze quarterly positions in SPDR DJ Wilshire Large Cap Growth with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR DJ Wilshire Large Cap Growth stock

Who bought or sold SPDR DJ Wilshire Large Cap Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 40M $4.3B 3% Dec 2025
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Financial Engines Advisors L.L.C 17M $1.8B -4% Dec 2025
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Goldman Sachs Group 14M $1.5B 1% Dec 2025
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Hanson McClain Advisors 12M $1.3B 9% Dec 2025
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Envestnet Asset Management 11M $1.2B 2% Dec 2025
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Ameriprise Financial 10M $1.1B 4% Dec 2025
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Horizon Investments 5.4M $575M 1% Dec 2025
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Equitable Holdings 4.9M $524M -6% Dec 2025
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HB Wealth Management 4.8M $489M 0% Dec 2025
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ValMark Advisers 4.7M $497M 0% Dec 2025
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Vantagepoint Investment Advisers 4.4M $474M -1% Dec 2025
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Raymond James Financial 4.0M $430M 2% Dec 2025
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Dynasty Wealth Management 3.8M $409M 4% Dec 2025
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Quotient Wealth Partners 3.7M $361M 0% Mar 2026
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UBS Group 3.6M $384M -15% Dec 2025
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Advisory Alpha 3.5M $373M -1% Dec 2025
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Orgel Wealth Management 3.4M $336M -7% Mar 2026
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Cetera Investment Advisers 3.1M $331M -3% Dec 2025
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Wells Fargo & Company 2.9M $314M -1% Dec 2025
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AE Wealth Management 2.9M $314M -2% Dec 2025
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CWM 2.8M $303M 2% Dec 2025
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Willis Johnson & Associates 2.7M $287M 5% Dec 2025
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Branch Banking & Trust Company 2.7M $284M 10% Dec 2025
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Kestra Investment Management 2.6M $279M 11% Dec 2025
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Advisor Group Holdings 2.4M $259M -6% Dec 2025
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HighTower Advisors 2.4M $254M 0% Dec 2025
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Private Advisor 2.2M $232M 5% Dec 2025
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NorthRock Partners 2.1M $224M 100% Dec 2025
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Connecticut Wealth Management 1.9M $207M 4% Dec 2025
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SCS Capital Management 1.8M $197M -3% Dec 2025
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FMR 1.8M $196M -1% Dec 2025
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Tiaa Trust, National Association 1.7M $187M -15% Dec 2025
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Stifel Financial 1.7M $185M 64% Dec 2025
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Commonwealth Equity Services 1.6M $174M 0% Dec 2025
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Savant Capital Management 1.5M $162M -4% Dec 2025
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Kingsview Wealth Management 1.5M $161M 9% Dec 2025
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Mariner Wealth Advisors 1.5M $160M 13% Dec 2025
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Focused Wealth Management 1.5M $147M 3% Mar 2026
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Syntegra Private Wealth Group 1.5M $157M 13% Dec 2025
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CoreCap Advisors 1.4M $141M -2% Mar 2026
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Octavia Wealth Advisors 1.4M $136M 26% Mar 2026
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Benjamin Edwards 1.3M $143M 81% Dec 2025
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Northwestern Mutual Wealth Management Company 1.3M $135M -6% Dec 2025
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Old National Trust Company 1.3M $134M 3% Dec 2025
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AlphaStar Capital Management 1.2M $119M -11% Mar 2026
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Prudential Financial 1.2M $130M -3% Dec 2025
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Diversify Wealth Management 1.2M $128M 98% Dec 2025
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First National Trust Company 1.2M $125M 0% Dec 2025
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Mml Investors Services 1.1M $118M 8% Dec 2025
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Founders Financial Securities 1.1M $109M 8% Mar 2026
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Exchange Traded Concepts 1.0M $103M 5% Mar 2026
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Clark Capital Management Group 997k $106M -2% Dec 2025
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CliftonLarsonAllen Wealth Advisors 975k $95M -1% Mar 2026
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Warren Averett Asset Management 930k $99M 14% Dec 2025
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KWB Wealth 907k $97M -8% Mar 2026
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CI Private Wealth 880k $94M 7% Dec 2025
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Mainstay Capital Management 870k $93M 9% Dec 2025
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Compton Financial Group 853k $91M -2% Dec 2025
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Atlantic Trust 848k $90M 41% Dec 2025
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Cannon Financial Strategists 819k $87M -1% Dec 2025
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Black Swift Group 814k $94M 1% Dec 2025
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Integrated Wealth Concepts 791k $84M -19% Dec 2025
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Ackerman Capital Advisors 764k $82M 8% Dec 2025
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Kestra Advisory Services 745k $80M 20% Dec 2025
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Creative Planning 725k $77M -2% Dec 2025
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First Command Advisory Services 723k $77M -1% Dec 2025
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Envestnet Portfolio Solutions 718k $77M -3% Dec 2025
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Cambridge Investment Research Advisors 716k $76M 0% Dec 2025
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Klingman & Associates 666k $71M -3% Dec 2025
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Reston Wealth Management 643k $63M -4% Mar 2026
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SilverOak Wealth Management 620k $66M 0% Dec 2025
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Canandaigua National Bank and Trust Company 593k $58M 100% Mar 2026
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Jones Financial Companies, L.L 591k $63M 25% Dec 2025
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Nicolet Advisory Services 585k $63M -62% Dec 2025
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IHT Wealth Management 583k $62M 4% Dec 2025
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Canandaigua National Bank and Trust Company 579k $62M 0% Dec 2025
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Miracle Mile Advisors 573k $56M -15% Mar 2026
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Courier Capital Corp 546k $54M 6% Mar 2026
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Convergence Financial 543k $58M 0% Dec 2025
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Oarsman Capital 539k $58M 7% Dec 2025
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Merit Financial Group 530k $52M -1% Mar 2026
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Confluence Investment Management 528k $52M 3% Mar 2026
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RFG Advisory 526k $52M -12% Mar 2026
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Leicht Financial Planning & Wealth Management 503k $54M -11% Dec 2025
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Perennial Investment Advisors 500k $53M -2% Dec 2025
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Garrett Investment Advisors 487k $48M 0% Mar 2026
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Thrivent Financial for Lutherans 482k $51M 25% Dec 2025
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CLS Investments 472k $50M -1% Dec 2025
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Rodgers & Associates 468k $50M -2% Dec 2025
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Kestra Private Wealth Services 448k $44M 12% Mar 2026
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Ameritas Advisory Services 443k $47M 287% Dec 2025
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Truefg 443k $47M -1% Dec 2025
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Baltimore-Washington Financial Advisors 435k $46M 4% Dec 2025
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Nottingham Advisors 427k $42M 7% Mar 2026
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Citizens Financial Group 423k $45M 9% Dec 2025
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Janney Montgomery Scott 417k $45M -14% Dec 2025
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Garrett Wealth Advisory Group 400k $43M 1% Dec 2025
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Waterloo Capital 395k $42M -4% Dec 2025
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TLWM 389k $38M 73% Mar 2026
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Waller Financial Planning Group 385k $38M 9% Mar 2026
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Shepherd Financial Partners 382k $41M 2% Dec 2025
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ERn Financial 380k $41M -5% Dec 2025
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Hsbc Holdings 379k $40M 264% Dec 2025
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Western Wealth Management 377k $40M 3% Dec 2025
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Destiny Capital Corp 375k $40M 2% Dec 2025
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Aptus Capital Advisors 372k $40M 4% Dec 2025
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Stratos Wealth Partners 371k $40M -12% Dec 2025
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Investments & Financial Planning 360k $38M -3% Dec 2025
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Sunburst Financial Group 356k $35M 3% Mar 2026
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Whitcomb & Hess 353k $35M 2% Mar 2026
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Keystone Financial Group 350k $37M 1% Dec 2025
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Woodard & Co Asset Management Group 340k $36M -13% Dec 2025
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Redwood Investment Management 336k $36M 1% Dec 2025
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Krasney Financial 334k $36M -1% Dec 2025
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Great Valley Advisor Group 333k $36M 1% Dec 2025
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Oakmont Partners 333k $36M 3% Dec 2025
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Higgins & Schmidt Wealth Strategies 332k $33M 1% Mar 2026
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Riversedge Advisors 330k $32M -3% Mar 2026
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Geneos Wealth Management 327k $35M 2% Dec 2025
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Goss Wealth Management 326k $35M 0% Dec 2025
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Leslie Global Wealth 326k $35M 4% Dec 2025
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Gladstone Institutional Advisory 325k $35M 3% Dec 2025
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Alta Wealth Advisors 325k $35M 1% Dec 2025
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Retirement Management Systems 317k $31M 100% Mar 2026
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Verus Capital Partners 316k $34M 0% Dec 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 314k $31M 6% Mar 2026
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Concurrent Investment Advisors 312k $33M 4% Dec 2025
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Drake & Associates 311k $33M 9% Dec 2025
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Diversify Advisory Services 308k $33M 9% Dec 2025
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Kozak & Associates 306k $32M 0% Mar 2026
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Sargent Investment Group 298k $32M 44% Dec 2025
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ERTS Wealth Advisors 287k $28M -13% Mar 2026
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Brandywine Oak Private Wealth 286k $28M 5% Mar 2026
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CX Institutional 283k $28M 3% Mar 2026
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Summit Financial 282k $30M 13% Dec 2025
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Symphony Financial 279k $30M -14% Dec 2025
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Eagle Strategies 279k $27M 1% Mar 2026
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Fifth Third Wealth Advisors 276k $27M 11% Mar 2026
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Mma Asset Management 269k $26M 22% Mar 2026
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Clear Creek Financial Management 268k $29M 1% Dec 2025
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Principal Securities 267k $29M 5% Dec 2025
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Abound Financial 267k $28M -17% Dec 2025
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Buska Wealth Management 265k $26M -13% Mar 2026
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Balanced Wealth Group 256k $27M 3% Dec 2025
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Quest Investment Management 255k $27M 1% Dec 2025
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Beutel, Goodman & Company 253k $27M 0% Dec 2025
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Transcend Wealth Collective 252k $27M 1% Dec 2025
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Ccg Wealth Management 252k $25M 15% Mar 2026
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Bank of New York Mellon 251k $27M -41% Dec 2025
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Nicolet Bankshares 224k $24M -43% Dec 2025
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Wealth Management Resources 214k $23M -30% Dec 2025
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Sanctuary Advisors 138k $15M -48% Dec 2025
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Gerber Kawasaki Wealth & Investment Management 137k $15M -91% Dec 2025
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ESL Trust Services 30k $3.1M -95% Dec 2025
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Tradewinds Capital Management 19k $1.8M -94% Mar 2026
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Strategic Financial Concepts 6.7k $714k -99% Dec 2025
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Who sold out of SPDR DJ Wilshire Large Cap Growth?

Fund or Company Name Date Sold Shares Held Valued At
Flagship Harbor Advisors Sep 2025 918k $96M
Wealth Enhancement Advisory Services Dec 2025 552k $59M
Marks Wealth Sep 2025 285k $30M