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 Actions
Financial Engines Advisors L.L.C 82M $4.5B 1% Sep 2025
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LPL Financial 47M $2.6B 3% Sep 2025
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Hanson McClain Advisors 19M $1.1B 16% Sep 2025
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Goldman Sachs Group 18M $1.0B -19% Dec 2025
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ValMark Advisers 8.7M $497M 3% Dec 2025
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Ameriprise Financial 8.6M $475M 4% Sep 2025
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Jpmorgan Chase & Co 7.5M $413M 100% Sep 2025
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UBS Group 6.5M $369M -11% Dec 2025
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Raymond James Financial 5.9M $328M 2% Sep 2025
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Willis Johnson & Associates 5.8M $329M 11% Dec 2025
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Advisory Alpha 5.6M $321M 1% Dec 2025
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Equitable Holdings 4.9M $270M 0% Sep 2025
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Wealth Enhancement Advisory Services 4.6M $269M 1% Dec 2025
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Vantagepoint Investment Advisers 4.5M $254M 0% Dec 2025
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Royal Bank of Canada 4.3M $240M -7% Sep 2025
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Tiaa Trust, National Association 4.3M $240M 13% Sep 2025
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Cetera Investment Advisers 4.1M $227M 11% Sep 2025
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CWM 4.1M $232M 0% Dec 2025
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Horizon Investments 3.9M $220M 6% Dec 2025
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Advisor Group Holdings 3.7M $202M -2% Sep 2025
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Envestnet Asset Management 3.6M $201M -13% Sep 2025
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Dynasty Wealth Management 3.6M $206M -24% Dec 2025
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Quotient Wealth Partners 3.6M $203M -22% Dec 2025
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AE Wealth Management 3.5M $199M 12% Dec 2025
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HPM Partners 3.5M $192M 0% Sep 2025
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Connecticut Wealth Management 3.5M $191M 13% Sep 2025
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Nicolet Advisory Services 3.2M $177M 1% Sep 2025
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Private Advisor 2.9M $159M -2% Sep 2025
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HighTower Advisors 2.5M $138M 4% Sep 2025
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Betterment 2.4M $133M -4% Sep 2025
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AlphaStar Capital Management 2.3M $132M 31% Dec 2025
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Gerber Kawasaki Wealth & Investment Management 2.3M $127M 9% Sep 2025
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Octavia Wealth Advisors 2.3M $130M 8% Dec 2025
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Lutz Financial Services 2.3M $125M 3% Sep 2025
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Stifel Financial 2.0M $113M -4% Sep 2025
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Mariner Wealth Advisors 2.0M $112M 4% Sep 2025
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First National Trust Company 1.9M $108M -7% Sep 2025
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Northwestern Mutual Wealth Management Company 1.9M $107M 6% Sep 2025
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Wells Fargo & Company 1.9M $106M 14% Sep 2025
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Angeles Wealth Management 1.9M $104M 6% Sep 2025
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Magnus Financial Group 1.8M $100M 2% Dec 2025
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KWB Wealth 1.8M $100M 8% Dec 2025
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Old National Trust Company 1.7M $94M 2% Dec 2025
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Bell State Bank and Trust 1.6M $90M 1% Dec 2025
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Commonwealth Equity Services 1.6M $87M 6% Sep 2025
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Massey, Quick & Co 1.5M $87M -2% Dec 2025
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Benjamin Edwards 1.5M $87M 1% Dec 2025
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N.E.W. Advisory Services 1.5M $87M 9% Dec 2025
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IHT Wealth Management 1.4M $77M 4% Sep 2025
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Founders Financial Securities 1.3M $72M 32% Sep 2025
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Exchange Traded Concepts 1.3M $72M 11% Dec 2025
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Wellington Management Company 1.2M $69M 100% Sep 2025
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Klingman & Associates 1.2M $68M 0% Dec 2025
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Flagship Harbor Advisors 1.2M $65M 2% Sep 2025
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Putnam Fl Investment Management 1.1M $64M -7% Dec 2025
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CoreCap Advisors 1.1M $62M 5% Dec 2025
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Nicolet Bankshares 1.1M $59M -4% Sep 2025
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FMR 1.0M $58M -1% Sep 2025
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Integrated Wealth Concepts 1.0M $57M 4% Sep 2025
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Diversify Wealth Management 1.0M $57M 12% Sep 2025
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Strategic Financial Concepts 1.0M $55M 1% Sep 2025
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Compton Financial Group 1000k $55M 3% Sep 2025
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CI Private Wealth 987k $54M 5% Sep 2025
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Mml Investors Services 984k $54M 8% Sep 2025
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Whitcomb & Hess 943k $55M 4% Dec 2025
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Cambridge Investment Research Advisors 905k $51M -5% Dec 2025
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Garrett Investment Advisors 885k $50M 1% Dec 2025
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Creative Financial Designs 855k $49M 4% Dec 2025
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Facet Wealth 842k $49M -13% Dec 2025
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Leicht Financial Planning & Wealth Management 829k $47M 50% Dec 2025
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Modern Wealth Management 813k $45M -3% Sep 2025
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Nottingham Advisors 811k $46M -2% Dec 2025
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Perennial Investment Advisors 801k $44M -2% Sep 2025
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Balanced Wealth Group 791k $44M 3% Dec 2025
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Arrow Financial Corp. 783k $45M 0% Dec 2025
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Accredited Investors 733k $42M -5% Dec 2025
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PFG Financial Advisors 732k $42M 4% Dec 2025
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Gladstone Institutional Advisory 730k $40M -5% Sep 2025
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Courier Capital Corp 725k $41M 5% Dec 2025
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Axxcess Wealth Management 720k $41M 275% Dec 2025
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Tennessee Valley Asset Management Partners 713k $40M 0% Sep 2025
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Ohio National Investments 712k $40M 0% Dec 2025
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Creative Planning 700k $39M 7% Sep 2025
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MONECO Advisors 696k $40M 5% Dec 2025
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Jones Financial Companies, L.L 694k $38M 13% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 690k $39M 4% Dec 2025
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Oakmont Partners 689k $39M 10% Dec 2025
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Convergence Financial 688k $38M 24% Sep 2025
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Thrivent Financial for Lutherans 687k $38M 4546% Sep 2025
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ERn Financial 676k $38M 5% Dec 2025
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TSFG 668k $38M 15% Dec 2025
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Koss-Olinger Consulting 655k $34M -1% Sep 2025
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Woodard & Co Asset Management Group 646k $37M -8% Dec 2025
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Prudential Financial 642k $36M -6% Sep 2025
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Janney Montgomery Scott 626k $35M -21% Sep 2025
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Higgins & Schmidt Wealth Strategies 616k $35M 5% Dec 2025
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Confluence Investment Management 604k $34M -1% Dec 2025
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Hills Bank And Trust Company 601k $34M 3% Dec 2025
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Geneos Wealth Management 588k $33M 3% Dec 2025
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Waller Financial Planning Group 570k $32M 235% Dec 2025
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McNamara Financial Services 569k $32M 100% Dec 2025
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Warren Averett Asset Management 568k $31M 7% Sep 2025
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Northern Trust 566k $31M 2% Sep 2025
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Goss Wealth Management 564k $31M 0% Sep 2025
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Honkamp Krueger Financial Services 563k $31M -3% Sep 2025
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Alta Wealth Advisors 560k $31M 13% Sep 2025
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Fifth Third Securities 558k $32M -1% Dec 2025
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Ackerman Capital Advisors 557k $31M 18% Sep 2025
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Great Valley Advisor Group 556k $31M 2% Sep 2025
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Brandywine Oak Private Wealth 542k $31M 4% Dec 2025
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Shepherd Financial Partners 538k $30M 4% Sep 2025
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Pinnacle Wealth Planning Services 535k $30M 7% Sep 2025
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Choice Wealth Advisors 534k $30M 0% Dec 2025
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Measured Wealth Private Client Group 530k $29M 0% Sep 2025
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Krasney Financial 511k $29M 1% Dec 2025
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Diversify Advisory Services 501k $29M 11% Dec 2025
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Rodgers & Associates 500k $28M 1% Dec 2025
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ERTS Wealth Advisors 497k $28M 2% Dec 2025
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Integrys Wealth Advisors 492k $28M -14% Dec 2025
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Harbor Group 491k $28M 3% Dec 2025
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Leslie Global Wealth 489k $28M 17% Dec 2025
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BIP Wealth 487k $28M -2% Dec 2025
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We Are One Seven 481k $27M 5% Sep 2025
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Envestnet Portfolio Solutions 474k $26M -22% Sep 2025
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Riversedge Advisors 466k $27M -3% Dec 2025
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Michael S. Ryan 463k $26M 0% Dec 2025
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SkyOak Wealt 454k $25M 1% Sep 2025
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Concurrent Investment Advisors 449k $26M 120% Dec 2025
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Journey Strategic Wealth 445k $25M 12% Sep 2025
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Visionary Horizons 442k $25M 0% Dec 2025
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Potentia Wealth 441k $24M 6% Sep 2025
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Branch Banking & Trust Company 437k $25M 5% Dec 2025
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Fifth Third Wealth Advisors 435k $25M 24% Dec 2025
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Mercer Global Advisors 434k $24M -4% Sep 2025
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Western Wealth Management 433k $24M 2% Sep 2025
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Provenance Wealth Advisors 431k $25M 8162% Dec 2025
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Baird Financial 428k $24M 29% Sep 2025
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MBE Wealth Management 427k $24M 1% Sep 2025
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First Heartland Consultants 410k $23M 13% Dec 2025
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SilverOak Wealth Management 408k $23M 2% Dec 2025
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CarsonAllaria Wealth Management 408k $23M 3% Dec 2025
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Global Retirement Partners 403k $23M 1% Dec 2025
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Alesco Advisors 398k $23M 2% Dec 2025
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Wealth Advisors of Iowa 382k $21M 6% Sep 2025
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Foguth Wealth Management 381k $22M 42% Dec 2025
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TPG Financial Advisors 378k $22M 15% Dec 2025
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Two Sigma Investments 377k $21M 100% Sep 2025
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Cynosure Management 376k $21M 1% Sep 2025
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Destiny Capital Corp 370k $21M 4% Dec 2025
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Ascent Group 345k $19M -8% Sep 2025
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Sanctuary Advisors 330k $19M -33% Dec 2025
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Citadel Advisors 123k $6.8M -68% Sep 2025
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Visionary Wealth Advisors 68k $3.7M -84% Sep 2025
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Franklin Resources 7.0k $385k -99% Sep 2025
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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 2025 816k $43M