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
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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 |
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| LPL Financial | 39M | $2.1B | 9% | Sep 2024 |
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| Hanson McClain Advisors | 20M | $1.1B | 2% | Sep 2024 |
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| Envestnet Asset Management | 13M | $665M | 187% | Sep 2024 |
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| Morgan Stanley | 8.9M | $433M | -11% | Jun 2024 |
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| Bank of America Corporation | 7.7M | $405M | 26% | Sep 2024 |
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| ValMark Advisers | 7.5M | $396M | 2% | Sep 2024 |
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| Jpmorgan Chase & Co | 5.6M | $294M | 5% | Sep 2024 |
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| Advisory Alpha | 4.7M | $247M | 7% | Sep 2024 |
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| CWM | 4.4M | $230M | 5% | Sep 2024 |
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| Raymond James Financial Services Advisors | 4.2M | $224M | 1% | Sep 2024 |
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| Royal Bank of Canada | 4.0M | $213M | 1% | Sep 2024 |
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| Advisor Group Holdings | 4.0M | $211M | 35% | Sep 2024 |
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| Willis Johnson & Associates | 3.9M | $209M | 3% | Sep 2024 |
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| Townsquare Capital | 3.8M | $200M | 52% | Sep 2024 |
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| Equitable Holdings | 3.7M | $182M | -1% | Jun 2024 |
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| Franklin Resources | 3.7M | $198M | -4% | Sep 2024 |
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| HPM Partners | 3.4M | $182M | 10% | Sep 2024 |
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| Tiaa Trust, National Association | 3.3M | $159M | 3% | Jun 2024 |
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| Quotient Wealth Partners | 3.2M | $169M | 2% | Sep 2024 |
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| Nicolet Advisory Services | 3.0M | $157M | -1% | Sep 2024 |
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| Private Advisor | 2.8M | $146M | 5% | Sep 2024 |
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| Connecticut Wealth Management | 2.5M | $134M | 4% | Sep 2024 |
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| Cetera Investment Advisers | 2.5M | $121M | -2% | Jun 2024 |
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| Lutz Financial Services | 2.2M | $117M | 0% | Sep 2024 |
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| First National Trust Company | 2.1M | $111M | -7% | Sep 2024 |
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| AE Wealth Management | 2.0M | $104M | 25% | Sep 2024 |
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| Dynasty Wealth Management | 1.9M | $185M | -41% | Sep 2024 |
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| Massey, Quick & Co | 1.9M | $102M | -1% | Sep 2024 |
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| Putnam Fl Investment Management | 1.9M | $99M | 0% | Sep 2024 |
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| HighTower Advisors | 1.8M | $89M | 3% | Jun 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 1.7M | $85M | 8% | Jun 2024 |
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| Angeles Wealth Management | 1.7M | $92M | 10% | Sep 2024 |
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| Old National Trust Company | 1.7M | $90M | 3% | Sep 2024 |
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| Mariner Wealth Advisors | 1.7M | $88M | -6% | Sep 2024 |
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| NorthRock Partners | 1.6M | $87M | -6% | Sep 2024 |
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| KWB Wealth | 1.6M | $80M | 3% | Sep 2024 |
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| Bank of New York Mellon | 1.6M | $85M | -41% | Sep 2024 |
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| Magnus Financial Group | 1.6M | $85M | 6% | Sep 2024 |
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| Flagship Harbor Advisors | 1.6M | $84M | 68% | Sep 2024 |
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| N.E.W. Advisory Services | 1.6M | $84M | 0% | Sep 2024 |
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| Octavia Wealth Advisors | 1.5M | $82M | 7% | Sep 2024 |
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| AlphaStar Capital Management | 1.5M | $79M | -2% | Sep 2024 |
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| Janney Montgomery Scott | 1.5M | $79M | 3% | Sep 2024 |
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| Goldman Sachs Group | 1.5M | $72M | 0% | Jun 2024 |
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| Orion Portfolio Solutions | 1.4M | $77M | 2314% | Sep 2024 |
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| Horizon Investments | 1.4M | $77M | -61% | Sep 2024 |
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| Wells Fargo & Company | 1.3M | $70M | 7% | Sep 2024 |
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| Good Life Advisors | 1.3M | $68M | 22% | Sep 2024 |
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| Stifel Financial | 1.3M | $61M | 3% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 1.2M | $66M | 40% | Sep 2024 |
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| Commonwealth Equity Services | 1.2M | $65M | 0% | Sep 2024 |
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| Nottingham Advisors | 1.2M | $63M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.1M | $61M | 8% | Sep 2024 |
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| Klingman & Associates | 1.1M | $59M | 0% | Sep 2024 |
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| Nicolet Bankshares | 1.1M | $57M | -1% | Sep 2024 |
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| Compton Financial Group | 952k | $50M | 10% | Sep 2024 |
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| ERTS Wealth Advisors | 915k | $48M | -2% | Sep 2024 |
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| Arrow Financial Corp. | 878k | $46M | -4% | Sep 2024 |
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| Whitcomb & Hess | 870k | $46M | -2% | Sep 2024 |
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| Accredited Investors | 864k | $46M | -2% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 823k | $40M | 1% | Jun 2024 |
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| Balanced Wealth Group | 789k | $38M | -48% | Sep 2024 |
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| Benjamin F. Edwards & Company | 788k | $38M | 5% | Jun 2024 |
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| Perennial Investment Advisors | 786k | $38M | 0% | Jun 2024 |
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| Mml Investors Services | 767k | $41M | 21% | Sep 2024 |
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| CoreCap Advisors | 765k | $40M | 5% | Sep 2024 |
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| Raymond James & Associates | 763k | $40M | 12% | Sep 2024 |
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| Modern Wealth Management | 751k | $40M | 140% | Sep 2024 |
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| Alera Investment Advisors | 728k | $36M | -19% | Jun 2024 |
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| Creative Financial Designs | 719k | $38M | -5% | Sep 2024 |
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| Garrett Investment Advisors | 710k | $38M | 24% | Sep 2024 |
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| Facet Wealth | 710k | $37M | -8% | Sep 2024 |
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| Williams Financial | 703k | $37M | 2% | Sep 2024 |
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| Envestnet Portfolio Solutions | 702k | $37M | -4% | Sep 2024 |
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| Woodard & Co Asset Management Group | 667k | $35M | 7% | Sep 2024 |
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| CI Private Wealth | 648k | $34M | 4% | Sep 2024 |
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| Founders Financial Securities | 646k | $34M | -3% | Sep 2024 |
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| Krasney Financial | 640k | $34M | 0% | Sep 2024 |
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| Thrivent Financial for Lutherans | 629k | $33M | 20% | Sep 2024 |
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| Benjamin Edwards | 624k | $33M | 1372% | Sep 2024 |
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| Principal Securities | 615k | $33M | 113776% | Sep 2024 |
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| BIP Wealth | 612k | $32M | 4% | Sep 2024 |
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| Edmonds Duncan Registered Investment Advisors | 604k | $32M | 7% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 599k | $32M | 2% | Sep 2024 |
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| Honkamp Krueger Financial Services | 584k | $28M | -4% | Jun 2024 |
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| PFG Financial Advisors | 580k | $31M | 2% | Sep 2024 |
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| Integrys Wealth Advisors | 569k | $30M | -2% | Sep 2024 |
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| Tennessee Valley Asset Management Partners | 562k | $30M | 3% | Sep 2024 |
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| Northern Trust | 556k | $29M | 0% | Sep 2024 |
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| Mercer Global Advisors | 549k | $27M | -30% | Jun 2024 |
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| Riversedge Advisors | 541k | $29M | 1% | Sep 2024 |
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| Prospera Financial Services | 539k | $29M | 847% | Sep 2024 |
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| Stratos Wealth Partners | 538k | $28M | 16% | Sep 2024 |
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| Cordatus Wealth Management | 531k | $28M | 897% | Sep 2024 |
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| TSFG | 527k | $28M | 1% | Sep 2024 |
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| Choice Wealth Advisors | 526k | $28M | -1% | Sep 2024 |
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| Measured Wealth Private Client Group | 524k | $28M | -21% | Sep 2024 |
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| ERn Financial | 522k | $28M | 7% | Sep 2024 |
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| Koss-Olinger Consulting | 522k | $28M | 3702% | Sep 2024 |
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| Great Valley Advisor Group | 515k | $27M | 23% | Sep 2024 |
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| Brandywine Oak Private Wealth | 511k | $27M | 3% | Sep 2024 |
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| Geneos Wealth Management | 494k | $24M | 7% | Jun 2024 |
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| Western Wealth Management | 488k | $26M | 1% | Sep 2024 |
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| Rodgers & Associates | 485k | $26M | -2% | Sep 2024 |
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| Kestra Advisory Services | 476k | $25M | -4% | Sep 2024 |
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| Gladstone Institutional Advisory | 464k | $25M | 735% | Sep 2024 |
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| Merit Financial Group | 458k | $24M | -8% | Sep 2024 |
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| Oakmont Partners | 455k | $24M | 13% | Sep 2024 |
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| Diversify Wealth Management | 455k | $24M | 18% | Sep 2024 |
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| MBE Wealth Management | 449k | $24M | 3% | Sep 2024 |
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| Goss Wealth Management | 449k | $22M | 31% | Jun 2024 |
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| Michael S. Ryan | 449k | $24M | 4% | Sep 2024 |
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| Pinnacle Wealth Planning Services | 449k | $24M | 0% | Sep 2024 |
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| Money Design | 438k | $23M | 9% | Sep 2024 |
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| Alta Wealth Advisors | 435k | $23M | 7% | Sep 2024 |
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| Harbor Group | 434k | $23M | 4% | Sep 2024 |
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| Leicht Financial Planning & Wealth Management | 433k | $23M | 4% | Sep 2024 |
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| Alesco Advisors | 428k | $23M | -11% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 428k | $23M | 3% | Sep 2024 |
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| Visionary Horizons | 427k | $23M | 10% | Sep 2024 |
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| Windsor Capital Management | 425k | $23M | 0% | Sep 2024 |
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| First Command Advisory Services | 421k | $22M | -9% | Sep 2024 |
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| Sanctuary Advisors | 409k | $22M | 513% | Sep 2024 |
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| Atticus Wealth Management | 397k | $21M | 3% | Sep 2024 |
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| SkyOak Wealt | 392k | $21M | 1% | Sep 2024 |
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| Courier Capital Corp | 387k | $21M | 7% | Sep 2024 |
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| Integrated Capital Management | 384k | $20M | 100% | Sep 2024 |
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| Retirement Planning Group | 379k | $20M | 0% | Sep 2024 |
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| Personal Resources Investment & Strategic Management | 377k | $20M | -2% | Sep 2024 |
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| Pure Financial Advisors | 375k | $20M | -3% | Sep 2024 |
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| Hamilton Capital Management | 374k | $20M | 6% | Sep 2024 |
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| Retirement Financial Solutions | 373k | $20M | 1% | Sep 2024 |
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| We Are One Seven | 363k | $19M | 50% | Sep 2024 |
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| Leslie Global Wealth | 357k | $19M | 4% | Sep 2024 |
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| Freestate Advisors | 357k | $19M | 100% | Sep 2024 |
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| Brookstone Capital Management | 356k | $19M | -5% | Sep 2024 |
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| CarsonAllaria Wealth Management | 353k | $19M | 0% | Sep 2024 |
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| Global Retirement Partners | 352k | $19M | -9% | Sep 2024 |
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| TPG Financial Advisors | 352k | $19M | 3% | Sep 2024 |
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| Integrated Wealth Concepts | 350k | $19M | 2% | Sep 2024 |
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| MONECO Advisors | 348k | $18M | 20% | Sep 2024 |
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| Navalign | 340k | $18M | -1% | Sep 2024 |
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| Larson Financial Group | 337k | $18M | -6% | Sep 2024 |
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| Goodman Advisory Group | 332k | $18M | 100% | Sep 2024 |
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| Fifth Third Securities | 329k | $17M | 7% | Sep 2024 |
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| Northern Oak Capital Management | 328k | $17M | 20% | Sep 2024 |
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| Wealth Advisors of Iowa | 322k | $17M | 2% | Sep 2024 |
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| McAdam | 317k | $17M | 3% | Sep 2024 |
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| Assetmark | 305k | $16M | -16% | Sep 2024 |
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| Mirae Asset Global Investments | 300k | $16M | -6% | Sep 2024 |
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| Confluence Investment Management | 273k | $14M | -26% | Sep 2024 |
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| Susquehanna International | 248k | $13M | -41% | Sep 2024 |
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| Tradewinds Capital Management | 38k | $2.0M | -93% | Sep 2024 |
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| 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 |