Who owns SPDR DJ Wilshire Large Cap Value?

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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
Financial Engines Advisors L.L.C 62M $2.1B 3% Sep 2022
Hamilton Capital Management 10M $16M -31% Sep 2022
ValMark Advisers 8.4M $288M 2% Sep 2022
Hanson McClain Advisors 6.9M $268M 7% Dec 2022
UBS Group 5.2M $179M 0% Sep 2022
Bp Wealth Management 4.3M $148M 1% Sep 2022
Envestnet Asset Management 3.6M $125M -21% Sep 2022
Nicolet Advisory Services 3.4M $119M 3% Sep 2022
Willis Johnson & Associates 3.3M $128M 6% Dec 2022
Alesco Advisors 2.9M $113M 100% Dec 2022
Raymond James Financial Services Advisors 2.8M $98M -19% Sep 2022

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Advisory Alpha 2.5M $98M -4% Dec 2022
Royal Bank of Canada 2.4M $84M 100% Sep 2022
NorthRock Partners 2.1M $83M -9% Dec 2022
Lutz Financial Services 2.0M $69M 1% Sep 2022
AE Wealth Management 2.0M $77M 18% Dec 2022
Massey, Quick & Co 1.8M $68M 30% Dec 2022
Mercer Global Advisors 1.7M $59M -2% Sep 2022
Connecticut Wealth Management 1.6M $64M 1% Dec 2022
Old National Trust Company 1.4M $54M 12% Dec 2022
Magnus Financial Group 1.3M $50M 6% Dec 2022
Nottingham Advisors 1.2M $43M 3% Sep 2022
Accredited Investors 1.2M $42M -1% Sep 2022
Strategic Wealth Advisors 1.2M $41M 3% Sep 2022
FMR 1.2M $41M -4% Sep 2022
Klingman & Associates 1.1M $45M 5% Dec 2022
ERTS Wealth Advisors 1.1M $44M -21% Dec 2022
Horizon Investments 1.1M $39M -71% Sep 2022
Nicolet Bankshares 1.1M $38M 4% Sep 2022
Tiaa 1.1M $43M 25% Dec 2022
Alera Investment Advisors 1.1M $42M 87% Dec 2022
Benjamin F. Edwards & Company 1.1M $37M 10% Sep 2022
Janney Montgomery Scott 1.0M $39M 4% Dec 2022
HighTower Advisors 997k $34M -23% Sep 2022
Private Advisor 969k $33M 14% Sep 2022
Whitcomb & Hess 929k $36M 2% Dec 2022
CWM 899k $35M 20527% Dec 2022
Wealth Enhancement Advisory Services 896k $37M -5% Dec 2022
Brookstone Capital Management 894k $36M -8% Dec 2022
Tennessee Valley Asset Management Partners 854k $33M -21% Dec 2022
Measured Wealth Private Client Group 839k $33M 21% Dec 2022
Ford Financial Group 838k $29M 14% Sep 2022
Angeles Wealth Management 829k $29M 61% Sep 2022
First National Trust Company 815k $32M -3% Dec 2022
Honkamp Krueger Financial Services 755k $26M -23% Sep 2022
Woodard & Co Asset Management Group 753k $26M 0% Sep 2022
Tradewinds Capital Management 729k $28M 18721% Dec 2022
Prudential Financial 710k $25M 100% Sep 2022
Integrys Wealth Advisors 684k $24M -1% Sep 2022
First Republic Investment Management 651k $23M -1% Sep 2022
Krasney Financial 649k $22M 100% Sep 2022
Cambridge Investment Research Advisors 618k $21M -8% Sep 2022
Founders Financial Securities 609k $21M -19% Sep 2022
Choice Wealth Advisors 600k $23M -2% Dec 2022
Mariner Wealth Advisors 598k $21M 100% Sep 2022
IHT Wealth Management 594k $21M 100% Sep 2022
Money Design 584k $23M -5% Dec 2022
Parker Investment Management 556k $22M 100% Dec 2022
Edmonds Duncan Registered Investment Advisors 537k $21M -2% Dec 2022
Ackerman Capital Advisors 533k $21M -21% Dec 2022
Flagship Harbor Advisors 530k $21M 29% Dec 2022
Riversedge Advisors 506k $20M 9% Dec 2022
AlphaStar Capital Management 493k $17M -53% Sep 2022
Sanchez Wealth Management Group 492k $17M -6% Sep 2022
Redwood Investment Management 470k $16M 100% Sep 2022
Larson Financial Group 469k $18M -5% Dec 2022
Doyle Wealth Management 465k $16M 0% Sep 2022
Good Life Advisors 464k $16M 20% Sep 2022
Windsor Capital Management 446k $17M -2% Dec 2022
Rodgers & Associates 444k $17M -3% Dec 2022
M^T Bank Corporation 443k $15M -3% Sep 2022
PFG Financial Advisors 441k $15M 4% Sep 2022
Gerber Kawasaki Wealth & Investment Management 440k $15M 13% Sep 2022
Meritage Portfolio Management 431k $17M -11% Dec 2022
Pure Financial Advisors 412k $16M -2% Dec 2022
Sunesis Advisors 407k $16M 0% Dec 2022
Nelson, Van Denburg & Campbell Wealth Management 402k $14M 7% Sep 2022
Merit Financial Group 401k $16M 580% Dec 2022
Kestra Advisory Services 370k $14M 264% Dec 2022
Harbor Group 361k $12M 3% Sep 2022
Diligent Investors 360k $14M -1% Dec 2022
Pinnacle Wealth Planning Services 349k $12M 13% Sep 2022
Raymond James & Associates 345k $12M 11% Sep 2022
IFP Advisors 344k $10M 13% Sep 2022
Navalign 343k $12M 3% Sep 2022
Wells Financial Advisors 342k $13M 12% Dec 2022
Foresight Wealth Management 337k $12M -4% Sep 2022
Harvest Group Wealth Management 334k $13M -1% Dec 2022
Allspring Global Investments Holdings 333k $13M -8% Dec 2022
Leicht Financial Planning & Wealth Management 323k $11M 195% Sep 2022
CarsonAllaria Wealth Management 310k $11M 3% Sep 2022
Confluence Investment Management 309k $12M -50% Dec 2022
Burney Co/ 295k $10M -5% Sep 2022
Geneos Wealth Management 291k $11M 23% Dec 2022
TPG Financial Advisors 281k $11M -6% Dec 2022
SigFig Wealth Management 268k $2.2M 100% Dec 2022
Western Wealth Management 258k $10M -47% Dec 2022
Putnam Fl Investment Management 258k $10M 13% Dec 2022
Centennial Wealth Advisory 254k $9.9M 187% Dec 2022
SkyOak Wealt 246k $9.6M 19% Dec 2022
Juncture Wealth Strategies 243k $8.4M -11% Sep 2022
JNBA Financial Advisors 241k $8.3M -2% Sep 2022
Strategic Financial 240k $9.3M 1% Dec 2022
Wealth Advisors of Iowa 239k $8.2M 8% Sep 2022
State Street Corporation 238k $8.2M -3% Sep 2022
Monticello Wealth Management 234k $8.1M 0% Sep 2022
Garrett Investment Advisors 234k $9.1M 34% Dec 2022
GPS Wealth Strategies Group 233k $9.0M 13% Dec 2022
Horizon Financial Services 230k $8.9M -5% Dec 2022
Oak Harvest Investment Services 228k $8.8M 50% Dec 2022
Level Four Advisory Services 222k $7.7M -3% Sep 2022
Courier Capital Corp 214k $8.3M 13% Dec 2022
United Capital Financial Advisers 213k $7.3M -9% Sep 2022
Verus Capital Partners 212k $7.3M 91% Sep 2022
Baird Financial 206k $7.1M -1% Sep 2022
Branch Banking & Trust Company 205k $7.1M -2% Sep 2022
CX Institutional 203k $7.9M -45% Dec 2022
Kingsview Wealth Management 202k $7.0M -6% Sep 2022
Angeles Investment 200k $6.9M -16% Sep 2022
Hofer & Associates 191k $7.4B 1% Dec 2022
Patriot Financial Group Insurance Agency 189k $7.3M 10% Dec 2022
Drive Wealth Management 182k $7.1M 1706% Dec 2022
Global Retirement Partners 181k $6.9M 59% Sep 2022
Waller Financial Planning Group 181k $7.0M -1% Dec 2022
Treasure Coast Financial Planning 179k $6.2M 2% Sep 2022
Financial Planning & Information Services 179k $6.2M 2% Sep 2022
Oarsman Capital 175k $6.0M 6% Sep 2022
Valtinson Bruner Financial Planning 174k $6.0M 6% Sep 2022
Alta Wealth Advisors 172k $6.7M 43% Dec 2022
Sargent Investment Group 170k $6.6M 4% Dec 2022
Silver Oak Securities 166k $6.5M -3% Dec 2022
Jacobi Capital Management 163k $5.6M -68% Sep 2022
Stone Point Wealth 159k $6.2M 35% Dec 2022
Balasa Dinverno & Foltz 158k $5.5M -6% Sep 2022
Shilanski & Associates 157k $6.1M 100% Dec 2022
Symphony Financial 156k $6.2M 20% Dec 2022
Savant Capital Management 154k $5.3M -5% Sep 2022
IFG Advisory 153k $5.9M 4% Dec 2022
Pacific Financial Group 152k $5.3M -10% Sep 2022
H D Vest Advisory Services 151k $5.2M 27% Sep 2022
GenWealth Group 150k $5.2M -1% Sep 2022
Barber Financial 150k $5.8M -5% Dec 2022
Financial Council Asset Management 149k $5.8M 5% Dec 2022
Pecaut & Co. 143k $4.9M 7% Sep 2022
Advantus Capital Management 143k $5.5M 19% Dec 2022
Motive Wealth Advisors 143k $5.5M -5% Dec 2022
GHP Investment Advisors 138k $4.8M 5% Sep 2022
Van Leeuwen & Company 136k $4.7M -44% Sep 2022
Clarus Wealth Advisors 135k $5.4M -3% Dec 2022
Eqis Capital Management 134k $4.6M -3% Sep 2022
Spire Wealth Management 132k $5.1M 157% Dec 2022
LYNCH & Associates 128k $5.0M 3% Dec 2022
McAdam 127k $5.3M -50% Dec 2022
Penobscot Wealth Management 124k $4.8M 7% Dec 2022
Retirement Income Solutions 120k $4.2M -11% Sep 2022
Sharkey, Howes & Javer 94k $3.7M -39% Dec 2022
Cavalier Investments 78k $2.7M -43% Sep 2022
Executive Wealth Management 6.0k $6.0M -98% Sep 2022

Who sold out of SPDR DJ Wilshire Large Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Great Valley Advisor Group Sep 2022 258k $8.9M
Camarda Wealth Advisory Jun 2022 152k $5.6M