Who owns SPDR DJ Wilshire Large Cap Value?
- Ticker: SPYV
- CUSIP Number: 78464A508
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Large Cap Value with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of SPDR DJ Wilshire Large Cap Value stock
Who bought or sold SPDR DJ Wilshire Large Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 77M | $4.1B | 4% | Sep 2024 |
|
| LPL Financial | 39M | $2.1B | 9% | Sep 2024 |
|
| Hanson McClain Advisors | 20M | $1.1B | 2% | Sep 2024 |
|
| Envestnet Asset Management | 13M | $665M | 187% | Sep 2024 |
|
| Morgan Stanley | 8.9M | $433M | -11% | Jun 2024 |
|
| Bank of America Corporation | 7.7M | $405M | 26% | Sep 2024 |
|
| ValMark Advisers | 7.5M | $396M | 2% | Sep 2024 |
|
| Jpmorgan Chase & Co | 5.6M | $294M | 5% | Sep 2024 |
|
| Advisory Alpha | 4.7M | $247M | 7% | Sep 2024 |
|
| CWM | 4.4M | $230M | 5% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 4.2M | $224M | 1% | Sep 2024 |
|
| Royal Bank of Canada | 4.0M | $213M | 1% | Sep 2024 |
|
| Advisor Group Holdings | 4.0M | $211M | 35% | Sep 2024 |
|
| Willis Johnson & Associates | 3.9M | $209M | 3% | Sep 2024 |
|
| Townsquare Capital | 3.8M | $200M | 52% | Sep 2024 |
|
| Equitable Holdings | 3.7M | $182M | -1% | Jun 2024 |
|
| Franklin Resources | 3.7M | $198M | -4% | Sep 2024 |
|
| HPM Partners | 3.4M | $182M | 10% | Sep 2024 |
|
| Tiaa Trust, National Association | 3.3M | $159M | 3% | Jun 2024 |
|
| Quotient Wealth Partners | 3.2M | $169M | 2% | Sep 2024 |
|
| Nicolet Advisory Services | 3.0M | $157M | -1% | Sep 2024 |
|
| Private Advisor | 2.8M | $146M | 5% | Sep 2024 |
|
| Connecticut Wealth Management | 2.5M | $134M | 4% | Sep 2024 |
|
| Cetera Investment Advisers | 2.5M | $121M | -2% | Jun 2024 |
|
| Lutz Financial Services | 2.2M | $117M | 0% | Sep 2024 |
|
| First National Trust Company | 2.1M | $111M | -7% | Sep 2024 |
|
| AE Wealth Management | 2.0M | $104M | 25% | Sep 2024 |
|
| Dynasty Wealth Management | 1.9M | $185M | -41% | Sep 2024 |
|
| Massey, Quick & Co | 1.9M | $102M | -1% | Sep 2024 |
|
| Putnam Fl Investment Management | 1.9M | $99M | 0% | Sep 2024 |
|
| HighTower Advisors | 1.8M | $89M | 3% | Jun 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 1.7M | $85M | 8% | Jun 2024 |
|
| Angeles Wealth Management | 1.7M | $92M | 10% | Sep 2024 |
|
| Old National Trust Company | 1.7M | $90M | 3% | Sep 2024 |
|
| Mariner Wealth Advisors | 1.7M | $88M | -6% | Sep 2024 |
|
| NorthRock Partners | 1.6M | $87M | -6% | Sep 2024 |
|
| KWB Wealth | 1.6M | $80M | 3% | Sep 2024 |
|
| Bank of New York Mellon | 1.6M | $85M | -41% | Sep 2024 |
|
| Magnus Financial Group | 1.6M | $85M | 6% | Sep 2024 |
|
| Flagship Harbor Advisors | 1.6M | $84M | 68% | Sep 2024 |
|
| N.E.W. Advisory Services | 1.6M | $84M | 0% | Sep 2024 |
|
| Octavia Wealth Advisors | 1.5M | $82M | 7% | Sep 2024 |
|
| AlphaStar Capital Management | 1.5M | $79M | -2% | Sep 2024 |
|
| Janney Montgomery Scott | 1.5M | $79M | 3% | Sep 2024 |
|
| Goldman Sachs Group | 1.5M | $72M | 0% | Jun 2024 |
|
| Orion Portfolio Solutions | 1.4M | $77M | 2314% | Sep 2024 |
|
| Horizon Investments | 1.4M | $77M | -61% | Sep 2024 |
|
| Wells Fargo & Company | 1.3M | $70M | 7% | Sep 2024 |
|
| Good Life Advisors | 1.3M | $68M | 22% | Sep 2024 |
|
| Stifel Financial | 1.3M | $61M | 3% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.2M | $66M | 40% | Sep 2024 |
|
| Commonwealth Equity Services | 1.2M | $65M | 0% | Sep 2024 |
|
| Nottingham Advisors | 1.2M | $63M | 0% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 1.1M | $61M | 8% | Sep 2024 |
|
| Klingman & Associates | 1.1M | $59M | 0% | Sep 2024 |
|
| Nicolet Bankshares | 1.1M | $57M | -1% | Sep 2024 |
|
| Compton Financial Group | 952k | $50M | 10% | Sep 2024 |
|
| ERTS Wealth Advisors | 915k | $48M | -2% | Sep 2024 |
|
| Arrow Financial Corp. | 878k | $46M | -4% | Sep 2024 |
|
| Whitcomb & Hess | 870k | $46M | -2% | Sep 2024 |
|
| Accredited Investors | 864k | $46M | -2% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 823k | $40M | 1% | Jun 2024 |
|
| Balanced Wealth Group | 789k | $38M | -48% | Sep 2024 |
|
| Benjamin F. Edwards & Company | 788k | $38M | 5% | Jun 2024 |
|
| Perennial Investment Advisors | 786k | $38M | 0% | Jun 2024 |
|
| Mml Investors Services | 767k | $41M | 21% | Sep 2024 |
|
| CoreCap Advisors | 765k | $40M | 5% | Sep 2024 |
|
| Raymond James & Associates | 763k | $40M | 12% | Sep 2024 |
|
| Modern Wealth Management | 751k | $40M | 140% | Sep 2024 |
|
| Alera Investment Advisors | 728k | $36M | -19% | Jun 2024 |
|
| Creative Financial Designs | 719k | $38M | -5% | Sep 2024 |
|
| Garrett Investment Advisors | 710k | $38M | 24% | Sep 2024 |
|
| Facet Wealth | 710k | $37M | -8% | Sep 2024 |
|
| Williams Financial | 703k | $37M | 2% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 702k | $37M | -4% | Sep 2024 |
|
| Woodard & Co Asset Management Group | 667k | $35M | 7% | Sep 2024 |
|
| CI Private Wealth | 648k | $34M | 4% | Sep 2024 |
|
| Founders Financial Securities | 646k | $34M | -3% | Sep 2024 |
|
| Krasney Financial | 640k | $34M | 0% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 629k | $33M | 20% | Sep 2024 |
|
| Benjamin Edwards | 624k | $33M | 1372% | Sep 2024 |
|
| Principal Securities | 615k | $33M | 113776% | Sep 2024 |
|
| BIP Wealth | 612k | $32M | 4% | Sep 2024 |
|
| Edmonds Duncan Registered Investment Advisors | 604k | $32M | 7% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 599k | $32M | 2% | Sep 2024 |
|
| Honkamp Krueger Financial Services | 584k | $28M | -4% | Jun 2024 |
|
| PFG Financial Advisors | 580k | $31M | 2% | Sep 2024 |
|
| Integrys Wealth Advisors | 569k | $30M | -2% | Sep 2024 |
|
| Tennessee Valley Asset Management Partners | 562k | $30M | 3% | Sep 2024 |
|
| Northern Trust | 556k | $29M | 0% | Sep 2024 |
|
| Mercer Global Advisors | 549k | $27M | -30% | Jun 2024 |
|
| Riversedge Advisors | 541k | $29M | 1% | Sep 2024 |
|
| Prospera Financial Services | 539k | $29M | 847% | Sep 2024 |
|
| Stratos Wealth Partners | 538k | $28M | 16% | Sep 2024 |
|
| Cordatus Wealth Management | 531k | $28M | 897% | Sep 2024 |
|
| TSFG | 527k | $28M | 1% | Sep 2024 |
|
| Choice Wealth Advisors | 526k | $28M | -1% | Sep 2024 |
|
| Measured Wealth Private Client Group | 524k | $28M | -21% | Sep 2024 |
|
| ERn Financial | 522k | $28M | 7% | Sep 2024 |
|
| Koss-Olinger Consulting | 522k | $28M | 3702% | Sep 2024 |
|
| Great Valley Advisor Group | 515k | $27M | 23% | Sep 2024 |
|
| Brandywine Oak Private Wealth | 511k | $27M | 3% | Sep 2024 |
|
| Geneos Wealth Management | 494k | $24M | 7% | Jun 2024 |
|
| Western Wealth Management | 488k | $26M | 1% | Sep 2024 |
|
| Rodgers & Associates | 485k | $26M | -2% | Sep 2024 |
|
| Kestra Advisory Services | 476k | $25M | -4% | Sep 2024 |
|
| Gladstone Institutional Advisory | 464k | $25M | 735% | Sep 2024 |
|
| Merit Financial Group | 458k | $24M | -8% | Sep 2024 |
|
| Oakmont Partners | 455k | $24M | 13% | Sep 2024 |
|
| Diversify Wealth Management | 455k | $24M | 18% | Sep 2024 |
|
| MBE Wealth Management | 449k | $24M | 3% | Sep 2024 |
|
| Goss Wealth Management | 449k | $22M | 31% | Jun 2024 |
|
| Michael S. Ryan | 449k | $24M | 4% | Sep 2024 |
|
| Pinnacle Wealth Planning Services | 449k | $24M | 0% | Sep 2024 |
|
| Money Design | 438k | $23M | 9% | Sep 2024 |
|
| Alta Wealth Advisors | 435k | $23M | 7% | Sep 2024 |
|
| Harbor Group | 434k | $23M | 4% | Sep 2024 |
|
| Leicht Financial Planning & Wealth Management | 433k | $23M | 4% | Sep 2024 |
|
| Alesco Advisors | 428k | $23M | -11% | Sep 2024 |
|
| Cary Street Partner Investment Advisory | 428k | $23M | 3% | Sep 2024 |
|
| Visionary Horizons | 427k | $23M | 10% | Sep 2024 |
|
| Windsor Capital Management | 425k | $23M | 0% | Sep 2024 |
|
| First Command Advisory Services | 421k | $22M | -9% | Sep 2024 |
|
| Atticus Wealth Management | 397k | $21M | 3% | Sep 2024 |
|
| SkyOak Wealt | 392k | $21M | 1% | Sep 2024 |
|
| Courier Capital Corp | 387k | $21M | 7% | Sep 2024 |
|
| Integrated Capital Management | 384k | $20M | 100% | Sep 2024 |
|
| Retirement Planning Group | 379k | $20M | 0% | Sep 2024 |
|
| Personal Resources Investment & Strategic Management | 377k | $20M | -2% | Sep 2024 |
|
| Pure Financial Advisors | 375k | $20M | -3% | Sep 2024 |
|
| Hamilton Capital Management | 374k | $20M | 6% | Sep 2024 |
|
| Retirement Financial Solutions | 373k | $20M | 1% | Sep 2024 |
|
| We Are One Seven | 363k | $19M | 50% | Sep 2024 |
|
| Leslie Global Wealth | 357k | $19M | 4% | Sep 2024 |
|
| Freestate Advisors | 357k | $19M | 100% | Sep 2024 |
|
| Brookstone Capital Management | 356k | $19M | -5% | Sep 2024 |
|
| CarsonAllaria Wealth Management | 353k | $19M | 0% | Sep 2024 |
|
| Global Retirement Partners | 352k | $19M | -9% | Sep 2024 |
|
| TPG Financial Advisors | 352k | $19M | 3% | Sep 2024 |
|
| Integrated Wealth Concepts | 350k | $19M | 2% | Sep 2024 |
|
| MONECO Advisors | 348k | $18M | 20% | Sep 2024 |
|
| Navalign | 340k | $18M | -1% | Sep 2024 |
|
| Larson Financial Group | 337k | $18M | -6% | Sep 2024 |
|
| Goodman Advisory Group | 332k | $18M | 100% | Sep 2024 |
|
| Fifth Third Securities | 329k | $17M | 7% | Sep 2024 |
|
| Northern Oak Capital Management | 328k | $17M | 20% | Sep 2024 |
|
| Wealth Advisors of Iowa | 322k | $17M | 2% | Sep 2024 |
|
| McAdam | 317k | $17M | 3% | Sep 2024 |
|
| SilverOak Wealth Management | 315k | $17M | 2% | Sep 2024 |
|
| Assetmark | 305k | $16M | -16% | Sep 2024 |
|
| Mirae Asset Global Investments | 300k | $16M | -6% | Sep 2024 |
|
| Confluence Investment Management | 273k | $14M | -26% | Sep 2024 |
|
| Susquehanna International | 248k | $13M | -41% | Sep 2024 |
|
| Tradewinds Capital Management | 38k | $2.0M | -93% | Sep 2024 |
|
| Strategic Financial Concepts | 18k | $939k | -98% | Sep 2024 |
|
Who sold out of SPDR DJ Wilshire Large Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mount Yale Investment Advisors | Jun 2024 | 1.4M | $67M |